Yes. When documents are uploaded to a deal, the platform's AI reads through them and uses what it finds to fill in the application, usually covering most of it. It also reviews what it finds and can flag issues, like a personal bank statement uploaded where a business bank statement is needed. This helps you catch gaps before you submit rather than after.
Click through the walkthrough above to see the upload and the read happening.
Related
Which documents are required versus just suggested for a submission?. Tells you which flagged gaps actually block a submission.
How do I review and accept the fields the AI pre-filled?. Where you act on what the AI extracted and flagged.
What does the progress percentage on a deal mean, and how do I get it to 100%?. Closing the remaining gap so the deal is ready to send.
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