AI Proposal Ingestion: Emailed Proposals to Live Deals
Brokers still send many proposals as email attachments. Someone on your team then retypes company details, director information, asset specs and facility terms into your system. That work is slow and repetitive, and every manual entry is another chance for an error.
ConnectedFi’s AI Proposal Creation removes that step. You upload the proposal document, and the platform does the rest.
How AI proposal ingestion works
1. Upload the proposal document
Take the proposal from your inbox and upload it to ConnectedFi. You don’t need to reformat or retype anything.
2. Verified against your CRM and Companies House
Getting the data out isn’t enough. It also has to be the right data. ConnectedFi takes the company named in the document and checks it against your CRM and Companies House records, so you pull in the correct entity from the start.
3. Every key field populated automatically
ConnectedFi’s AI reads the document and extracts the information your proposal needs:
- Company details
- Directors
- Guarantors
- Shareholders
- Assets
- Facility information
You can see everything that has been extracted in one place before you continue.
4. Warnings when something doesn’t add up
If information in the document is unclear, or doesn’t match what your proposals require, ConnectedFi flags a warning. Your team can resolve it before submitting.
5. Review the data side by side with the original document
As you click through the auto-populated forms, the uploaded document sits on the same screen for quick comparison. At any point, click into Proposal Scan to review the AI parsing and see exactly what was extracted from the document.
6. Facility data that powers your calculator
The facility is populated with details from the uploaded document, which combine with your rate card to drive ConnectedFi’s advanced calculator functionality.
7. Review, submit and launch the workflow
Do a final check of the proposal details, then submit. ConnectedFi launches your workflow, and the deal moves into the next stage of your process.
Why it matters for lenders
- Save time: no more manually keying emailed proposals.
- Fewer errors: the CRM and Companies House checks and automatic warnings catch problems early.
- Higher productivity: your team spends its time assessing deals instead of entering data.
- Better broker service: faster setup means faster responses to your brokers.
See it for yourself
The interactive demo above walks through the full process, from uploading a proposal to launching the workflow. Click through it at your own pace to see each step.
Ready to stop retyping proposals? Contact us to see how AI proposal ingestion would fit your lending workflow.
Experience
Connectedfi