Document & data automation for lending operations
Workflows automates the manual layer between loan documents and your systems of record. It ingests documents from your existing systems, extracts every field with AI, and verifies each one against your core banking data — surfacing mismatches, missing documents, and missing signatures as flags. Your team reviews flags, not files.
How It Works
From loan file to verified, in four steps
Workflows sits between the documents your members submit and the systems your team maintains — and does the cross-checking in between.
Product walkthrough — sample data
Ingest
Connect the systems you already run. Workflows pulls loan documents and system-of-record data from your existing document management, core banking, and loan origination systems — no rip-and-replace.
Connected systems
Extract
Document AI reads every page — scanned or native — and pulls out the fields your checklist cares about: amounts, rates, dates, names, signatures. Each value keeps its page-level provenance, so you can always see exactly where it came from.
Document extraction
Promissory_Note.pdf · p.1Promissory Note
FOR VALUE RECEIVED, the undersigned, A. Sample (“Borrower”), promises to pay to the order of Lender the principal sum of Two Hundred Eighty-Five Thousand Dollars ($285,000.00), with interest on the unpaid principal at a rate of 7.25% per annum, payable in full on or before June 1, 2031.
extracted
Match
Every extracted field is checked against your core data — amounts, terms, dates, signatures — driven by your own review checklist, not a one-size-fits-all template.
Field verification — loan 00-SAMPLE
your checklist12
checked
10
match
1
mismatch
1
no signature
Flag & Route
Mismatches, missing documents, and missing signatures surface as flags with supporting evidence, routed to the right reviewer. Clean files pass through without touching anyone’s desk.
Review queue
2 open flagsAll
files reviewed
212
clear — passed through
2
flagged for review
Use Cases
Where lending teams start
The same intake-extract-verify layer applies before a loan is decisioned and after it closes.
Post-Close Loan File Review
Verify 100% of loan files against the core, not a sample. Walk into audits with full coverage — at the same team size.
Document Completeness at Intake
Know what’s missing the day a package is submitted, not weeks later. Catch incomplete files before they slow underwriting down.
Legacy Extraction Replacement
Replace brittle, expensive flat-file extraction tooling with modern document AI that reads the documents your systems actually produce.
Data Residency
Runs in your environment
Loan files are among the most sensitive documents a lender holds. Workflows deploys inside your own cloud environment — your documents and member data never leave it. No third-party ingestion, no shared infrastructure.
Your Cloud, Your Data
Documents are processed where they already live. Nothing is sent to Consilience or any third party — the same architecture behind our SOC 2-compliant modeling platform.
One Data Foundation
Workflows shares its document and data layer with the Consilience modeling platform — lenders who automate their document layer are one step from automated decisioning.
Become a design partner
Workflows is in early access — we’re building it with design partners. Bring us your review checklist and we’ll walk through it on your documents.
Request a Walkthrough