Catch Deal Blockers Before Underwriting Does.

Let me show you something that's happening every single day at commercial lending teams across the country and how GPTfy changes it completely. Here we are inside Salesforce. This is an account record for one of our borrowers, Pacific Manufacturing Industries. Somewhere in this process, a loan officer collected the application, attached it to the account right over here, and now someone on the team needs to review it before it moves forward. Traditionally, what happens next? A commercial officer or a processor opens that PDF, which looks something like this. They'll go through all five sections of it. Credit request, entity info, signatures. They build a checklist, manually flag the issues, write up a summary and email it back. That's about 30 minutes to an hour per application. On a busy week, when there are dozens of applications, the error slipping through percentage is really high. Watch what happens with GPTfy. We are still on the same account record. The loan application is attached over here. I click one button — GPTfy console. I choose a prompt — loan application compliance check. I attach the particular PDF that I want to be analyzed and I'm going to run GPTfy. GPTfy reads the document, applies our compliance logic and returns the structured result right here inside Salesforce. I don't switch a tab, I don't copy-paste, and I'm not creating any manual checklist. Within seconds. Look what we have here. GPTfy went through the document. Eight out of 12 sections are complete. Two critical issues flagged critical. Entity TIN is missing. Signatures are missing. These are deal blockers. The kind of thing that would either kill the file at underwriting or bounce it back two weeks later. The section review — GPTfy went through each section in the PDF: credit request, property, borrower, entity, and mapped what is complete, what is partial, what is completely missing. And we have an extracted data snapshot, and the next steps right here. Provide entity TIN, obtain co-borrower information, obtain signatures. What just happened here is significant, not just as a technology demo, but as a business outcome. This task took a trained person about 30 to 45 minutes to an hour. Got done under 10 seconds consistently every time without fatigue, without a bad day, without missing page four of the application. And for commercial lending teams processing 50 to 200 applications a month, you're looking at recovering hundreds of hours. You're catching critical deficiencies before the file ever goes to underwriting, which means fewer bounce-backs, faster closing, and happier borrowers. Because this lives right inside Salesforce, it's connected to everything else. The account history, the relationship, the pipeline. The compliance review is not a separate system. It's part of the deal record. This is GPTfy. This is a 100% Salesforce-native solution. We don't require Data Cloud nor Agentforce license to use. GPTfy enables you to use your models, your logic, your Salesforce, and enable AI that actually works where your team already is. If you like this demo and want to see your particular use cases in action, book a demo with us and we would love to have a conversation with you. Thank you.