How much gets filled depends on the documents. Clear, legible PDFs produce the best results, and complete financial documents fill most of an application.
Click through the walkthrough above to see a real partial fill and the review step that follows it.
What is left over is usually information the documents do not contain: the exact funding purpose, the timeline, or figures only the client can confirm. Review the auto-filled data before submitting, and click any field to edit it manually.
Related
Why is my application only partially auto-filled, and what makes up the missing part?. Breaks down exactly what sits in the part you finish by hand.
Which documents should I upload first, and how many do I need for the AI to work well?. The fastest way to push the fill percentage higher.
How do I review and accept the fields the AI pre-filled?. The review step that catches anything the AI read wrong.
What does the progress percentage on a deal mean, and how do I get it to 100%?. How the fill percentage relates to the deal progress bar.
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