AI Assistant for loan teams
• Ask about a loan and its documents, with sources
• AI Recommendations and AI checks on tasks
Better tasks
• Search, filter, sort and bulk-update tasks
• Edit due dates, import templates and send reminders
Documents
• Scroll every page and pinch to zoom
• Filter documents by folder
Loans and people
• New loan actions menu and Loan Settings
• Invite contacts in bulk and share loans
Smoother all around
• Faster, with photo, camera and security fixes