From the firm's own write-upReceipt no. 7735
What sucked
The lender's loan-approval process relied on manual email handling, repetitive Salesforce data entry, and a non-standardized callback workflow, creating bottlenecks, limited visibility, slow response times, and human-error risk that made scaling difficult.
What they built
LaunchPad Lab built an AI-powered callback automation system that scans and parses loan documents with Amazon Textract, extracts borrower and decision data, and structures it for Salesforce. It matches records to existing applications, links documents, and automatically updates callback stages with real-time status tracking.
What changed
Automated parsing
Amazon Textract extracts borrower and decision data automatically
Faster processing
Shortened time from application to lender recommendation
Scalable ops
Automated record matching and status updates support growing volume
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