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Loan File OfficerAvailable now

Meet Asha. Docket verification went AI. File assembly did not. Asha chases every missing document and clears every deferral until the file is complete.

See Asha work
Asha
Loan File Officer · Financial Services
Chasing · nothing stalled
↳ on it now

1,150 files tracked. 296 documents chased this week, 84 deferrals cleared, 12 files escalated before their PDD dates breached. Every follow-up drafted for approval, every closure logged against the register.

1,150
Files tracked
84
Cleared · 7d
0
Past due
TL;DRAsha builds the complete loan docket: chases missing documents from customers, DSAs and branches, checks the file against the product checklist, and clears pre- and post-disbursal deferrals before they age.

What Asha does, item by item.

The whole queue, not a sample. Every finding cited back to its source.

01

Tracks every file against the product's document checklist, from login to disbursal.

02

Drafts follow-ups to customers, DSAs and branches for every missing document; a named person approves each send.

03

Sequences and indexes the file so underwriting reads a complete docket, not a folder.

04

Maintains the deferral register: what was deferred, by whom, and when it is due.

05

Chases post-disbursal documents to closure: registered documents, insurance assignments, NOCs.

06

Escalates files where a deferral is about to breach its committed date.

Your team keeps
  • ·Sanction and disbursal decisions
  • ·Deferral approvals
  • ·The difficult customer call
Asha takes
  • Document chasing across customers, DSAs and branches
  • Completeness checks against the product checklist
  • PDD tracking and closure
The line Asha won't cross

Asha never sanctions, disburses, or waives a document. She chases, checks and drafts; every outbound message and every closure is approved by a named person.

How it earns trust.

Pilot on your history, supervised on your queue, governed always.

Weeks 1-2 · Pilot

Runs on a historical corpus your team already reviewed. You score its findings against what your reviewers caught. No production access.

Then · Supervised

Works the live queue. Every finding is a draft until a named human approves it, and every rejection is logged and measured.

Always · Governed

The envelope never relaxes. Reading, checking, and drafting get automated. Approval stays human, by design.

Learned from
your product document checklistsyour deferral policyfiles your team already completed
Tools
LOS exportsProduct checklistsDeferral registersEmailExcelDrive

The hand-off.

How Asha pings a human when it's your call.

Asha: file 30212 disburses Friday, and the insurance assignment is still pending with the branch. Third follow-up drafted. Send it, or call the branch manager?
FAQ

The honest answers.

No dodging, no contact-sales-to-find-out.

Our LOS already verifies documents. Why Asha?+
Verification tells you what is missing. Someone still has to chase it across customers, DSAs and branches, and then clear the deferrals afterward. Even AI-native lenders run that part on people and follow-up trackers. That part is Asha's whole job.
Does she message customers directly?+
She drafts every message. A named person on your team approves each send, and the approval is logged with the file.
What about post-disbursal documents?+
PDD is where files quietly age: registered documents, insurance assignments, NOCs. Asha keeps the register live, chases each item to closure, and escalates before a committed date breaches.

Put Asha on the queue.

Start with a paid pilot on your historical corpus, finished in weeks. Then a full deployment over 3 to 4 months, with a forward-deployed team working alongside your people.

See it in action
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