Loan-application risk scoring from PDFs — report by email

Drop an application into the folder — the scenario reads the document, extracts the applicant's data, scores the risk, writes a summary and a recommendation, and emails you the finished report.

  • PDF parsing and number entry happen without you
  • Risk score, level and key findings in one report
  • A ready recommendation for the loan officer
  • Parsing failures show up in your messenger immediately
Google Drive
Set it up for yourselfScriptera

How it works

To connect Brevo and exolve, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Watch Loan Applications Folder
  2. Then: Download Application PDF
  3. Then: Extract PDF Text
  4. Then: Extract Applicant Data (AI)
  5. Then: Score Applicant Risk (AI)
  6. Then: Generate Lending Summary (AI)
  7. Then: Issue Underwriting Decision (AI)
  8. Then: Assemble Final Report
  9. Then: Email Report to Loan Officer
  10. Then: Slack Alert: Risk Scoring Failed
  11. Then: Slack Alert: Extraction Failed
  12. Then: GPT-4o-mini: Data Extraction
  13. Then: Parse Applicant Data Schema
  14. Then: GPT-4o-mini: Risk Scoring
  15. Then: Parse Risk Score Schema
  16. Then: GPT-4o-mini: Lending Summary
  17. Then: GPT-4o-mini: Final Decision
  18. Then: Parse Decision Schema
  19. Starts when: On Workflow Error
  20. Then: Slack: Error Alert

You can launch this Brevo + exolve integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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