Loan Application Pre-Screening
Checks applications and documents for completeness before credit review.
Banking & Financial Services · Operations
Illustrative example build, not a client case study.
Incomplete loan files bounce between branches and credit, delaying decisions for customers.
Technology
- Azure Document Intelligence
- Power Automate
- Azure OpenAI
- SharePoint
- 1
Collect documents
Application forms, IDs, statements and income proofs are uploaded.
- 2
Extract and check
Key fields are extracted and checked for completeness, validity and consistency.
- 3
Flag gaps
Missing or mismatched items are listed for the branch to resolve.
- 4
Send to credit
Complete files go to credit with a one-page summary.
Designed to deliver
- Fewer returned files
- Faster loan decisions
- Less manual checking
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