Application review and decision-making at foundations involves manually extracting data from submissions, scoring against eligibility criteria, and routing to decision-makers. Manual processes create bottlenecks, inconsistent scoring, and delayed audit trails.
Automation extracts application data from multiple formats, applies scoring rules consistently, and routes applications to the correct reviewer automatically. Decision-makers receive complete, pre-scored applications with full audit documentation.
The full workflow, from trigger to completion.
A new application arrives via email or form submission. The automation platform detects it and extracts the submission data.
The automation reads the application (email attachment, form fields, or PDF) and extracts structured data (name, contact, loan amount, employment, credit score, etc.) using OCR or form parsing.
The automation applies predefined scoring rules (income thresholds, credit ranges, employment status) and calculates a risk or eligibility score. The result is logged with the rule applied.
The automation routes the application to the correct decision-maker or queue based on the score. High-scoring applications go to fast-track, mid-range to standard review, low-scoring to rejection queue.
The automation sends a or email notification to the assigned approver with a summary, score, and a link to the full application record.
The automation creates or updates a record (or equivalent CRM) with all extracted data, score, routing decision, and timestamp for audit and compliance.
Once the decision-maker approves or rejects, the automation sends a templated email to the applicant with the outcome and next steps.
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