Back-office automation
Documents are read and checked, forms fill themselves, loan files arrive complete, reconciliation runs automatically with staff reviewing only exceptions, and reports build themselves on a schedule.
3 connected tools: Document checks, Loan files, Reconciliations.
One click opens a free 30-day workspace with this app and sample data. Change anything by asking.
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What it does
Document checks
Every document that arrives, read and checked: what it is, whether the details match, and the exceptions a person needs to look at.
- Tracks
- Document, Customer, Loan file, Type, Received, Status, Exception, Reviewer
- Flags automatically
- Needs a person when Status is Exception
- Not checked in 2 days when Status is Received and Received is more than 2 days ago
- Actions and automations
- Ask the customer for a new copy: Email the customer which document is needed and why.
- Views and charts
- All documents
- Its agent
- Watches every document for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Loan files
Loan files that arrive complete: what is missing, who owns the file, and the service level for a decision.
- Tracks
- File, Applicant, Product, Amount, File complete, Missing, Stage, Loan officer, Received, Decision due
- Flags automatically
- Decision overdue when Decision due has passed and Stage is not Approved
- Incomplete for 5 days when File complete is not ticked and Received is more than 5 days ago
- Actions and automations
- Chase missing documents: Email the applicant the list of missing documents.
- Views and charts
- All files
- Its agent
- Watches every loan file for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Reconciliations
Reconciliation that runs automatically, with staff reviewing only the exceptions: statement against ledger, the difference, and who is investigating.
- Tracks
- Item, Account, Date, Statement amount, Ledger amount, Difference, Status, Owner
- Flags automatically
- Exception when Status is Exception
- Open over 3 days when Status is Investigating and Date is more than 3 days ago
- Actions and automations
- Ask operations to investigate: Tell the operations team about the exception.
- Automation: When an item becomes an exception, tell operations
- Views and charts
- All items
- Its agent
- Watches every item for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Related apps and templates
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.