Document Intelligence Agent

Request, track and review the documents a file needs.

Document work is where files go quiet. A request goes out for a pay stub or a bank statement; half of it uploads, or none of it does, and someone has to notice. This agent notices — and a person decides.

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How hiring works

pay-stub-aug.pdf · uploaded by Alex Morgan

10:05

Proposed: Pay stub · income verification

Employer

Ridgeway Co.

Period

Aug 16 – Aug 31, 2026

Name matches file

Alex Morgan ✓

Correct

Reject

Bank statement · page 3 of 4 not received

Flagged

Prepared for review

Needs review

To Alex Morgan · SMS · File 2026-1187

Hi Alex — thanks for the bank statements, they’re verified. One item is still missing: a recent pay stub for income verification. You can upload it here: muvix.link/u/7f3k

Approve & send

Edit

Reject

Scott Davis reviewing

What it does

One job, done inside the record.

It reads what arrives against what the file needs, and proposes — it never quietly changes the file.

Requests what’s missing

Through a secure upload link, and tracks what has arrived.

Reviews what comes in

Against what the file actually needs: the right document, the right period, the right borrower.

Flags the gap early

And proposes the document type and the values it read, with the evidence it used.

Document history

Every request, upload and review, in order.

The agent requests, the borrower uploads, the agent proposes — and a named person accepts. All of it lands on the contact’s document history.

Requests go out through secure, time-limited upload links

Each proposal comes with the evidence it used

Corrections are recorded too

Document history · file 2026-1187

Illustration

10:02

Document Intelligence

requested a pay stub by secure link

10:05

Alex Morgan

uploaded 2 files via secure link

Customer

10:06

Document Intelligence

proposed bank statement · April; pay stub still missing

10:41

Priya Nair

accepted the proposal

Team

Hire settings · Document Intelligence

Illustration

Records

Borrower pipeline · Dallas branch

Channels

Secure upload links · Email · SMS

Document types

Bank statements · Pay stubs · Photo ID

Authority for customer messages

Draft for approval

Send on its own

Record scope, channels and draft-or-send are set at hire.

What stays yours

You set its authority. It works inside it.

What it may act on, who accepts its proposals and where every step is recorded — decided by your team.

Which document types it can act on — and what it may do without a person — are set by your admin.

A team member accepts, corrects or rejects what it proposes; nothing updates the file without that step.

Every request, upload and review is recorded on the contact’s document history.

How it’s governed

Inside the record

It works inside the record, not beside it.

It reads the same context your team sees, proposes the next step and acts only where you’ve allowed it — under the same roles, reviews and audit log as your team.

Reads the record

What the file needs, the documents on file, the stage and the messages — the same context your team sees.

Proposes, with evidence

It checks each document against the file — right type, period and person — and proposes the type and the values it read.

Acts only where allowed

It requests documents by secure link within its scope. Customer messages go out on their own only if your admin allowed sending.

A person reviews

A team member accepts, corrects or rejects each proposal — nothing updates the file without that step.

The record is updated

The request, the upload, the review and the decision land on the document history and in the audit log.

In the workspace

Where it works, and what it’s meant to move.

Channels

Secure upload links · Email · SMS

Through your workspace’s own numbers and mailboxes, with registration and consent rules applied.

Works with

Documents · Contact record · Tasks · Pipeline stage

Through named, logged actions — not a screen it clicks around.

Watches

Missing documents · Time in Documents Requested · Files stalled before underwriting

The numbers it’s meant to move.

FAQ

Questions teams ask.

Does it change the file on its own?

No. It proposes the document type and the values it read, with the evidence; a team member accepts, corrects or rejects each proposal.

What if it gets a document wrong?

The proposal is corrected or rejected by a person, and the correction is recorded on the document history.

Where do the documents live?

In your own workspace. Customers send them through secure, time-limited upload links rather than email attachments.

What does it cost?

Early-access teams get founding pricing in writing before committing to anything, and no agent is billed until your admin approves the hire.

The other agent

Borrower Engagement Agent

Answers new leads from your own knowledge and keeps borrowers moving between conversations.

See Borrower Engagement

Run Document Intelligence on your own files.

Founding teams get onboarding from the people who build the agent, founding pricing in writing, and a say in what ships next.

Apply for early access

Book a demo