Financial Services

CRFG Loan Verification Suite

Cumberland River Financial Group (CRFG)

10x

Faster loan intake

95%

Data extraction accuracy

50%

Reduction in turnaround time

Client

Cumberland River Financial Group (CRFG)

Industry

Financial Services

Technologies

NLP

Python

React

React Native

Node.js

PostgreSQL

The Challenge

Financial institutions and verification teams faced operational inefficiencies due to fragmented systems and manual workflows. Loan intake required extensive manual data entry, field verification lacked standardization and auditability, and report generation delays impacted turnaround times. Limited visibility into field executive activities reduced accountability and SLA tracking, while manual billing processes increased reconciliation errors and operational overhead.

Our Approach

We built CRFG a verification platform that handles the full loan lifecycle from intake to invoicing. The system reads loan request emails, extracts structured data, and creates records automatically. Field executives use a mobile app to collect borrower data, upload documents, and capture geotagged evidence - even offline. A web portal lets the verification team validate information, run rule-based workflows, and generate bank-specific reports.

Key Implementation Highlights

Built AI/NLP-powered email parsing for automated loan data extraction and record creation
Developed mobile field verification app with geotagged capture and offline sync capabilities
Created bank-specific PDF report generation with rule-based validation workflows
Automated billing, invoicing, and reconciliation with flexible pricing models