Antal
    Product featuresComplete white label

    Everything between the first message and your decision.

    Antal qualifies the opportunity, opens the application, builds the document file, prepares underwriting review, and works across approved systems while your team keeps every consequential decision.

    Explore the workflow

    Living loan file

    2046 Maple Ave · Loan #10482

    Moving

    Borrower conversation

    Application opened

    Complete

    Document collection

    12 of 14 checked

    In progress

    Underwriting preparation

    Waiting on 2 files

    Queued

    Credit decision

    Assigned to lending team

    Human

    Borrower to complete file

    The core workflow stays in one record.

    Messages, application fields, documents, replacements, checks, and staff actions keep moving together instead of becoming separate inbox projects.

    Core product

    A lender-branded front door

    Borrowers start a chat under your name, domain, programs, and support identity. Voice intake is available in controlled rollout.

    Core product

    One application that keeps moving

    The agent captures borrower, entity, property, and loan information without making the borrower restart in another channel.

    Portal or inbox

    Documents find the right loan

    Uploads and email attachments are matched to the loan. If a match is not safe, Antal leaves it for your team instead of guessing.

    Classified and checked

    Every document gets a status

    Antal identifies the document, extracts relevant facts, checks usability, and asks for a missing or replacement item when needed.

    Underwriting preparation

    The complete file is reviewed together

    The underwriting agent reviews the application, property data, documents, and available workflow requirements, then surfaces gaps and conflicts.

    Any time

    Staff take over without restarting

    A person can enter the same conversation and file, correct information, finish a step manually, or decide what happens next.

    Agent workspace · controlled rollout

    Teach Antal the work between your systems.

    Connected agents can prepare work across the tools and websites your team already uses. Permissions, rollout availability, and approval gates are set during implementation.

    Antal agent team

    Four specialists · switch the active workflow

    Illustrative · controlled rollout

    Pipeline follow-up agent

    Finds stalled loans and prepares the next follow-up.

    9 loans need action

    CRM trigger

    No borrower or broker activity for 48 hours

    Find stalled loans

    9 records have no activity in 48 hours

    Complete

    Choose the next action

    Borrower, broker, processor, or exception owner

    Complete

    Prepare follow-up

    Draft messages and place calls on the calendar

    Working

    Route exceptions

    Two loans need a person before outreach

    Review
    9 CRM records read
    4 emails staged
    3 calls scheduled
    2 exceptions routed
    01

    Connect the work apps

    Let approved workflows read or update your CRM, calendar, spreadsheets, Drive, email, Slack, and Teams.

    02

    Teach the partner websites

    Demonstrate the steps on lender, note-buyer, servicing, or other partner websites. Browser and cloud-computer execution are in controlled rollout.

    03

    Run repeatable work

    Prepare a package now, update a pipeline on a schedule, or replay an approved skill for one selected loan file.

    04

    Review what the agent learns

    Company, borrower, and loan-specific instructions remain inspectable. New or changed skills wait for your team to approve them.

    Systems your team already uses
    SalesforceHubSpotGoogle WorkspaceMicrosoft TeamsSlackSpreadsheetsCalendarsPartner websites
    Skill Recorder · preview

    Show the workflow once. Approve what the agent learned.

    A person finds a loan in Antal, opens a lender portal, and completes the work manually while the agent observes the screen, mouse, keyboard, and narration. Antal turns the recording into a reviewable skill. Once approved, the skill can be replayed from another loan file in the agent's own computer.

    • Sensitive data is redacted
    • Your team approves the skill
    • The agent saves a draft
    • A person makes the final submission
    Screen recording · Roberto's Mac
    recorder.antal.ai/new
    Record a new skill

    Perform the workflow normally and explain the decisions you make. Sensitive values are redacted before upload.

    Screen

    Entire screen

    Microphone

    MacBook mic

    Inputs

    Mouse + keys

    Start recording

    REC 00:00

    Narration on

    Click Start recording

    “I am going to show Antal how I stage a complete underwriting package.”

    Human demonstration

    A person demonstrates the workflow

    Recorded input stream

    Click Start recording

    Steps being learned

    6 steps
    1. 01Search Antal by addressOpen the correct loan file
    2. 02Open the lender portalStart a new submission
    3. 03Type the portal fieldsEnter every value manually
    4. 04Upload the documentsChoose and attach the package
    5. 05Review the portal draftConfirm required items
    6. 06Save the draftStop before final submission

    Portal permission

    Save draft only

    Decision rights

    None

    Recording human actions

    Agents prepare the work

    • Answer and qualify borrowers
    • Collect and check documents
    • Prepare underwriting review
    • Use approved tools and skills
    • Save drafts for staff review

    People retain authority

    • Final credit decisions
    • Exceptions
    • Closing and draw approvals
    • Funding and money movement
    • Final lender portal submission
    See it with your workflow

    Bring the paper chase your team wants to eliminate.

    We will map the borrower experience, document flow, staff handoffs, existing systems, and human controls around your operation.