AI intake for operations teams.
AI intake software collects answers and documents, reads them and asks for missing items before a specialist looks at the case. Klarefi does this for lending, mortgage, insurance and legal teams. Each fact links to its source, open issues stay visible and a person makes the decision.
The work behind the form.
A form collects fields and uploads. Klarefi also reads the documents against the facts and checks your team needs. It asks the applicant for missing items while they are still there, and gets the file ready for review.
A file your team can check.
Each fact from a document links to the line it came from. Missing facts and failed checks stay visible. Your credit team, adviser, underwriter, claims handler or lawyer checks the evidence and decides.
For cases that come with documents.
Operations intake can also mean routing support tickets or internal requests. Klarefi is for applications, submissions, claims and client matters where documents need reading and each fact needs a source. Your lending, insurance or case system keeps its role.
See your intake workflow.
- Bridging lenders
Borrower, property and exit documents before credit review.
- Mortgage teams
Document collection for lenders, brokers and advisers.
- Insurance and MGAs
Broker submissions and claims before a person reviews them.
- Law firms
New client matters before a lawyer assesses the case.