Scale Your Lending Operations with 
Lendflow Automate

AI agents tackle documents, calls, and follow-ups 
so you can focus on closing more deals.

Lendflow Automate Is Your 
On-Demand AI Workforce

Say goodbye to manual busywork. One API call unleashes agents that cut costs and speed funding.

24/7 Digital Agents

Bots never sleep: they collect docs, verify data, and update portals around the clock.

Instant Data Capture

Requests and approvals land in minutes, boosting borrower satisfaction.


Lower Operating Cost

Automate removes repetitive tasks, trimming up to 40 % of processing spend.

Easy Integration via API 
or Ready-Made Connectors

Industry Map Agent

AI instantly tags every business with the correct NAICS / SIC code. Your compliance checks fire on day one, and risk models receive the right industry factors—no spreadsheets or manual look-ups.

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Data Extraction Agent

Upload tax returns, bank statements, or IDs – receive clean structured data in seconds. The agent extracts names, dates, balances and sends a ready-to-score JSON to your decision engine.

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Trust Score Agent

A single, transparent risk signal you can trust.

Reach qualified SMBs through widgets, landing pages, a single-endpoint API, and trackable direct-mail—all deployable in hours, not sprints—so your funnel fills quickly without extra dev work.

Merges bureau reports, banking flows, alt-data, 
and industry risk in one pass. 

Shows weightings for each factor, so your team sees 
why a borrower is low or high risk. 

Lets you set custom thresholds and instantly route 
applicants to the best product or lender.

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Voice AI Agent

Automated calls confirm key details, remind borrowers about missing documents, schedule follow-ups, and write every interaction back to your CRM—freeing your team for higher-value conversations.

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Chatbot Agent

An in-app bot answers questions 24 / 7, nudges users to upload files, and escalates to a human only when needed—keeping borrowers moving inside your branded experience.

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Real Improvements 
From Our AI Agents

80%

Faster Document Review
Doc ICE Agent slashes manual 
processing time to minutes.

42%

Quicker Funding Cycle
VoiceAI and Chatbot move borrowers 
from approval to cash sooner.

65%

Faster Time-to-Decision
From days to minutes for credit answers

Why Lenders and Brands Choose Automate

For Lenders

Close Faster

agents chase signatures and docs instantly.

Cut Risk

AI removes copy-paste errors and missed verifications.

Scale Effortlessly

volume spikes handled without overtime.

For Brands & Platforms

Higher Retention

smooth funding keeps SMBs loyal.

Zero Heavy Lifting

drop-in widget or unified API, done.

New Revenue

quicker funding drives rev-share and repeat usage.

Automate Every Lending Step with Simple APIs

Plug the modules you need into your existing platform and move borrowers seamlessly from application to funding – no heavy re-build required.

Industry Map Agent

Auto-classify NAICS/SIC for every business

Document Identification Agent

Pull data from PDFs, 
IDs, bank files

Trust Score Agent

Count risk score with 
full explainability

Voice AI Agent

Automated phone reminder 
& confirmation

Chatbot Agent

In-app Q&A and doc nudge 
in real time

Doc Analyzer Agent

Pull data from PDFs, IDs, bank files

Trust Score Agent

Count risk score with full explainability

Industry Map Agent

Auto-classify NAICS/SIC for every business

Voice AI Agent

Automated phone reminder & confirmation

Auto Handoff

Push “Ready” file to funding & dashboards

Chatbot Agent

In-app Q&A and doc nudge in real time

Frequently Asked Questions?

How do Automate agents connect to my existing workflow?

API! Our agents plug into Workflow Builder via drag-and-drop; each agent fires on a trigger (status change, missing docs) and returns a JSON result that flows to the next step or your CRM.

How do agents keep learning over time?

With a unified backend, each signal sent in or registered by the Voice AI agents is collected and used for context in future conversations.

What languages does VoiceAI and Chatbot support?

Lendflow's AI Voice agents can support English, Spanish, Mandarin, Arabic, Hindi and most commonly used languages.

Do agents share data with each other?

Lendflow's AI agents have the ability to share data with one another when configured to do so by humans-in-the-loop. Agents can not share data with one another by themselves and your agent is your agent.

Scale Your Lending Operations with 
Lendflow Automate

Put Lendflow Automate to work, slash costs, and fund borrowers faster.
Book Demo