Meet your AI loan processor.
No seat required.
Caddi runs the loan processing role as deterministic code: it collects and verifies borrower documents, extracts and enters the data, orders services, and tracks conditions to clear. The document-and-data work, automated and auditable, without adding headcount.
A loan file is a checklist of documents, fields, and conditions.
That's automatable work.
A loan processor collects documents, keys data into the system, orders services, and chases conditions. Caddi runs that file-building work reliably and keeps it moving.
- 01
Documents collected and verified
Caddi requests, ingests, and verifies borrower documents against the checklist, extracting the fields and flagging what's missing, so files stop stalling on a document nobody chased.
- 02
Data entered, services ordered
Caddi keys the extracted data into the loan system and orders the services the file needs, so the processor's mechanical work happens the moment a document lands.
- 03
Conditions tracked to clear
Caddi tracks outstanding conditions, sends the follow-ups, and logs every step, so cycle time drops without a person living in a spreadsheet of open items.
Caddi turns your screenshares into AI automations.
The loan file the role owns, on autopilot.
Document collection & verification
Runs across the loan stack you already own.
Salesforce
DocuSign
Box
SharePoint
Microsoft 365
Outlook
An AI loan processor, built to your controls.
- 01
Keep your best people on judgment
Automate the document collection and data entry. Your processors and underwriters work the file, not the paperwork.
- 02
No guesswork on the file
Verified code enters validated data via API. Extraction is checked against your rules, not an AI guess written to the loan record.
- 03
Cycle time you can measure
Files moved, conditions cleared, documents collected, all reportable to lending operations leadership.
- 04
Inherits your team's permissions
Runs with the access your team already has. No new privileged service accounts to govern.
Built to pass your compliance and audit review.
Attested controls. An audit trail you can defend.
Every workflow, every input, every output is logged and reviewable. Your compliance and audit team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.
No autonomous AI acting on your data.
AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.
Automate the loan processing role.
The average Caddi customer saves 904 hours a month — the equivalent of more than five full-time hires, automated. See it run on your own workflows in a 30-minute walkthrough.