Inbound Email Folder Organization
Emails are automatically organized into appropriate folder categories or labels using AI.
Busy mailboxes are now manageable!
What you can do
Our AI will use machine learning combined with custom parameters set to aid with organization. We apply your logic to help our AI learn, and then it can begin simplifying your inbox.
Our system can factor in sending history and what kind of emails are received to understand better how to route new ones.
In a quick second, all that information is applied to organize your email in the right category or label.
Enhance your Underwriting Capability
Integrate existing parsed or extracted data with various APIs such as Plaid, Datamerch, Clear, and more for additional data.
Data can be sent to your CRM or DraginForce CRM in one sync!
Create actionable visualizations of existing business data for faster underwriting or customizable offers.
Provide customizable offers within your underwriting parameters!
Automate any required business or compliance documents with a click.
Create automated reminders to fill it out!
Visualize your most valuable data for day-to-day operations, including additional pages with broader metrics custom-made for your business.
Create parameters so only certain users see specific dashboards.
Custom Salesforce CRM optimized for automating your business.
All systems seamlessly connected into one.
Apply automatic underwriting logic to help you focus on the suitable types of deals.
Auto declines and other status emails are sent out!
Emails are automatically organized into appropriate folder categories or labels using AI.
Busy mailboxes are now manageable!
Receive verified statement analytics based on bank statement analysis using templates or your custom logic.
Statements are verified for fraud using industry-leading technology.
Extract key data points from applications, bank statements, and other documents using Optical Character Recognition (OCR).
Extracted data is available via 3rd Party API in your data processing mix.
Direct your data flow automatically from inbox to CRM. All relevant data and attachments will be used to populate CRM data fields.
Fully Automates Inbound Processing!
