An AI agent that collects employment details, verifies documents, assesses loan eligibility with AI, calculates EMI options, and generates loan agreements — end-to-end automation.
Scroll down to walk through the agent
Customer receives a welcome message with process overview.
Smart form collects structured data with real-time validation.
Document upload with OCR auto-extraction of key fields.
Real-time verification via government APIs (Perfios/Karza).
Document upload with OCR auto-extraction of key fields.
Document upload with OCR auto-extraction of key fields.
Customer uploads any one document from a set of options.
AI-powered analysis, validation, and decision-making.
Server-side calculation or data transformation.
Workflow branches based on rules or AI recommendation.
Automated notification or status message to the customer.
Auto-generated document pre-filled with collected data for digital signing.
Automated notification sent to relevant stakeholders.
Process complete. Confirmation sent.
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16 automated steps from start to completion.
Welcome
Start
Personal _ Employment Details
Form
PAN Card
Document
Document Verification
Verification
Salary Slips
Document
Bank Statements
Document
ID Proof
One of Group
Loan Eligibility Assessment
AI
Calculate EMI Options
Compute
Eligible Check
Condition
Loan Offer
Message
Loan Aggrement
E-Signature
Loan Approved Notification
Notification
This AI agent leverages 12+ built-in capabilities of turrant.ai
Collect structured data with validation
Auto-extract data from uploaded documents
Real-time verification via Perfios/Karza
AI-powered validation and decision-making
Auto-route based on rules and AI output
Legally binding digital signatures
Automated notifications at each stage
Accept any one from a set of options
Automated alerts to stakeholders
Server-side calculations and transformations
Drag-and-drop agent builder
Reduce processing time from days to minutes with end-to-end automation.
AI cross-validation catches discrepancies that manual review misses.
Built-in compliance with regulatory requirements and complete audit trails.
Eliminate manual data entry, follow-ups, and paper-based processes.
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