Lending documentation

READY-TO-DEPLOY AI AGENTS

Automate lending documentation with agentic AI

Generate, verify, and manage loan docs—automatically—with an AI employee that never misses a page, a signature, or a deadline.

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

Your team wasn’t built to babysit loan paperwork…

Document chaos

From disclosures and promissory notes to closing packages and borrower agreements, creating and tracking loan documents is a manual, error-prone process.

Manual errors drive 23% higher loss ratios

Compliance pressure

Every doc needs to be accurate, compliant, and properly signed—and a single oversight creates legal and financial risk.

Violations are costly and reputationally damaging

Staff burnout

Your team spends more time assembling, renaming, uploading, and checking files than actually serving customers.

24 minutes per loan file—multiplied by thousands of loans

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Let agentic AI handle the documentation work—start to finish

This agent is pre-trained to run the entire authorization workflow. Deploy once on your systems, and it continuously processes incoming requests.

Auto-generate complete loan packages

Magical pulls data from your LOS or CRM and assembles the correct documents based on loan type, state, and product rules—instantly.

Check for missing, unsigned, or outdated forms
Check for missing, unsigned, or outdated forms

AI reviews document packets for completeness, version accuracy, and signature status before anything moves forward.

Push docs to e-sign or physical workflows
Push docs to e-sign or physical workflows

Magical automatically sends packages to e-sign platforms (like DocuSign or Adobe Sign) or preps for print and mail—based on your process.

Track document status across systems
Track document status across systems

Get real-time visibility into what’s signed, what’s missing, and what’s ready to fund—without checking three systems.

Deploy one agent or automate the entire workflow

Deploy one agent or automate the entire workflow

Step 1: Book a demo

We’ll show you how Magical plugs into your existing workflow to take over repetitive document workflows.

Step 2: Deploy Magical

We’ll show you how Magical plugs into your existing workflow to take over repetitive document workflows.

Step 3: Automate forever

Magical prepares, checks, routes, and tracks documents 24/7—so loans move without blockers.

Step 2: Deploy Magical

Work with our team to set up your AI employee in a matter of days

Measurable results for lending and operations teams

98%

Complete loan packages on first pass

Eliminate the back-and-forth caused by missing or incomplete docs.

3–6x

Faster document prep

What used to take 30+ minutes now happens in under 5.

80%

Fewer documentation errors

Reduce funding delays, re-disclosures, and compliance risk.

90%+

Reliability on end-to-end workflows

With complete audit logs of every single automation.

Works across your existing healthcare systems

What lending teams are saying

“Magical eliminated our biggest bottleneck—missing or incorrect documents. Now everything is generated, tracked, and signed automatically.”

VP of Loan Operations, National Credit Union

VP of Loan Operations, National Credit Union

Ready to get your loan docs right the first time—every time?