Financial Services

Bank Loan Verification Suite - AI-Powered Digital Verification Platform

Financial Services Client

10x

Faster loan intake

95%

Data extraction accuracy

50%

Reduction in turnaround time

Client

Financial Services Client

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 Solution

BeyondScale helped build a fully integrated AI-powered verification platform that automates the entire loan lifecycle from intake to invoicing. Using AI/NLP capabilities, the system reads loan request emails, extracts structured data, and automatically creates loan records. A mobile application enables field executives to collect borrower data, upload documents, and capture geotagged verification evidence, even in offline environments. A centralized web portal allows verification teams to validate information, apply rule-based workflows, and generate customized 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

The Results

10x

Faster loan intake

95%

Data extraction accuracy

50%

Reduction in turnaround time

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