Borrower Assistant

Borrower Assistant

Give every borrower a faster path to application completion. Lama AI’s Borrower Assistant guides applicants through questions, documents, next steps, and status updates. Reducing confusion, delays, and manual follow-up for your lending team.

Conversational Guidance and Automated Follow-ups.

The assistant asks for documents, explains what’s needed, helps borrowers resolve confusion, understands what is missing, and moves through the process with less manual support or nudges from your team.

Conversational Guidance and Automated Follow-ups.

The assistant asks for documents, explains what’s needed, helps borrowers resolve confusion, understands what is missing, and moves through the process with less manual support or nudges from your team.

Accelerated Borrower Progress.

Borrowers get accurate answers to complex questions, even at midnight. Deals keep moving after hours instead of waiting on a callback.

Accelerated Borrower Progress.

Borrowers get accurate answers to complex questions, even at midnight. Deals keep moving after hours instead of waiting on a callback.

Personalized, Not Generic.

The assistant understands each borrower’s application context, progress, missing items, and next steps, so guidance feels specific to the deal instead of a generic support chat.

Personalized, Not Generic.

The assistant understands each borrower’s application context, progress, missing items, and next steps, so guidance feels specific to the deal instead of a generic support chat.

Fewer Applications Abandoned Halfway.

Borrowers who feel guided finish what they start. A responsive intake experience is one more reason they bank with you instead of the lender down the street.

Fewer Applications Abandoned Halfway.

Borrowers who feel guided finish what they start. A responsive intake experience is one more reason they bank with you instead of the lender down the street.

AI-powered financial analysis.

Process any document into financial spreads in seconds with 95%+ accuracy. Configurable to your templates and chart of accounts, and adaptive to every product, industry, or analysis method.

Turn financials and tax returns into spreads, automatically

AI Agents turn any input into a complete application. Instantly.

Engage borrowers 24/7 on any channel. Lama AI turns every conversation, email, or document upload into a complete application, keeping relationships seamless and in motion.

Automate pre-screening with modern client portal

Credit assistant guiding underwriters.

Equip your credit team to decide smarter and faster. A context-aware and explainable AI assistant compiles insights, researches deals, and generates policy-aligned credit narratives in seconds.

Works with the systems you already trust.

With a RESTful API architecture, Lama AI connects seamlessly to your existing stack, including core systems, risk models, verification layers, SoS, E-Tran, and more. Benefit from 100+ pre-built integrations and a frictionless way to add new ones, enhancing operations without disruption or complexity.

All the LOS capabilities, out of the box.

Skip the lengthy implementations and go live fast with plug-and-play functionality ready from day one. When you’re ready to make it fully yours, Lama AI’s configurability enables 100% customization across workflows and processes—in just 3 weeks.

Check it out

Enterprise-grade security.

Protect your data and your customers’ trust with built-in compliance and bank-level safeguards. Lama AI is SOC 2 Type 2 certified and CCPA/CPRA compliant. With 256-bit AES encryption, role-based access, and SSO support, only the right people have access at every step.

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GenAI at your service.

Draft borrower follow-ups, updates, and requests without the hassle. Ready for review and send, your team skips the busywork, reduces time to complete each package, and builds better relationships.

Modular or end-to-end?
the choice is yours.

See the Borrower Assistant in action

Watch how Lama AI guides a borrower through documents, questions, and next steps.
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