Loan File Assembly for Financial Advisors with Orion
The Problem
A Wealth Management loan file needs income docs, asset statements, credit, appraisal, and 20 disclosures — and half of them come in wrong the first time.
What We Build in Orion
AI ingests each document into Orion, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Orion — uses the native API or agent integration so nothing leaves the system of record.
Orion Integration Approach
Audit your Orion configuration
We map the specific Orion objects, custom fields, and workflows the automation needs to touch for your wealth management practice.
Build on the Orion API or agent
Integration happens inside Orion — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Orion with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Orion instance
30-minute call. We'll look at your actual Orion setup and show exactly how this workflow fits.