Skip to content
DEVSTAX

FinTech solution · Loan Application Automation

Loan applications that complete themselves.

Give borrowers a simple online application, read their documents automatically and move complete applications to lenders without re-keying a single field.

The challenge

Where loan applications get stuck

Traditional applications rely on emailed payslips, scanned statements and staff who type the same details into several lender portals. Applications stall while someone chases a missing document, and borrowers have no idea where things stand.

Devstax builds digital application flows where borrowers apply online in simple steps, upload documents once and see their status at any time. Data is extracted automatically, checked for completeness and passed to lenders in the format they need.

What it automates

What runs on its own

  • Step-by-step online applications for borrowers
  • Document upload with automatic data extraction
  • Completeness and eligibility checks before submission
  • Submission to lenders without re-keying
  • Live application status for borrowers and brokers

Before and after

Loan Application Automation, step by step

BEFORE · MANUAL PROCESS
  • Collect payslips and statements by emaildays
  • Type details into the applicationhours
  • Chase missing documentsdays
  • Re-key data into each lender portalhours
  • Answer status calls from borrowershours
AFTER · AUTOMATED WITH DEVSTAX
  1. TriggerBorrower applies online
  2. AIReads documents and fills the application
  3. CheckConfirms eligibility and completeness
  4. ActionSubmits to lenders and shows live status

Runs 24/7 · every step logged

Benefits

What your team gets

  • More completed applications

    A simple online flow keeps borrowers moving.

  • No re-keying

    Data captured once flows to every lender.

  • Faster decisions

    Applications reach lenders complete the first time.

  • Fewer status calls

    Borrowers can see progress for themselves.

How we deliver it

From first call to live automation

  1. Map

    We review your application journey, documents and lenders.

  2. Design

    We design a simple borrower flow and the internal review screens.

  3. Build

    Application, document extraction, checks and lender connections are built.

  4. Launch

    We launch, track completion rates and improve drop-off points.

FAQ

Common questions

What is loan application automation?

It moves the whole application online, extracts data from borrower documents automatically and sends complete applications to lenders without manual data entry.

Does it work for mortgages and other loans?

Yes. The same approach works for mortgages, personal and business loans; we tailor the steps and checks to your products.

Can brokers review applications before submission?

Yes. Brokers and staff get a review screen where they can check, comment and approve before anything goes to a lender.

Can borrowers track their application?

Yes. Borrowers see live status updates and get notified when something is needed from them.

Ready to automate this in your business?

Book a free 30-minute audit. We will map your current process and show you what can run on its own.