The auto-fill percentage reflects how much the AI could extract from the documents you provided. The missing portion is usually information that is not in the uploaded files: things like the exact loan amount and purpose, the revenue start date, contact details, or figures the client still needs to confirm.
Click through the walkthrough above to see how autofill picks which documents to read, and how you review what it comes back with.
Adding more documents usually raises the percentage, and you can fill the rest in manually by clicking each open field. A partial fill is normal and you can keep working from there.
Related
What does the progress percentage on a deal mean, and how do I get it to 100%?. How the fill percentage feeds the deal progress bar.
Can my client fill in the parts of the application I am missing?. Hand the remaining fields to the client instead of chasing them.
Which documents should I upload first, and how many do I need for the AI to work well?. Which extra documents actually raise the percentage.
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