AI EMPLOYEES
Automate lending documentation with agentic AI
Generate, verify, and manage loan docs—automatically—with an AI employee that never misses a page, a signature, or a deadline.
Lending documentation
Finance
40,928
Running
98%
Complete loan packages on first pass
Your team wasn’t built to babysit loan paperwork…
Document chaos
From disclosures and promissory notes to closing packages and borrower agreements, creating and tracking loan documents is a manual, error-prone process.
Manual errors drive 23% higher loss ratios
Compliance pressure
Every doc needs to be accurate, compliant, and properly signed—and a single oversight creates legal and financial risk.
Violations are costly and reputationally damaging
Staff burnout
Your team spends more time assembling, renaming, uploading, and checking files than actually serving customers.
24 minutes per loan file—multiplied by thousands of loans
Let agentic AI handle the documentation work—start to finish
Auto-generate complete loan packages
Magical pulls data from your LOS or CRM and assembles the correct documents based on loan type, state, and product rules—instantly.
AI reviews document packets for completeness, version accuracy, and signature status before anything moves forward.
Magical automatically sends packages to e-sign platforms (like DocuSign or Adobe Sign) or preps for print and mail—based on your process.
Get real-time visibility into what’s signed, what’s missing, and what’s ready to fund—without checking three systems.
Step 1: Book a demo
We’ll show you how Magical plugs into your existing workflow to take over repetitive document workflows.
Measurable results for lending and operations teams
98%
Complete loan packages on first pass
Eliminate the back-and-forth caused by missing or incomplete docs.
3–6x
Faster document prep
What used to take 30+ minutes now happens in under 5.
80%
Fewer documentation errors
Reduce funding delays, re-disclosures, and compliance risk.
90%+
Reliability on end-to-end workflows
With complete audit logs of every single automation.
What lending teams are saying
“Magical eliminated our biggest bottleneck—missing or incorrect documents. Now everything is generated, tracked, and signed automatically.”
“We used to spend hours each day manually checking doc packages. Magical does it in minutes—and it never forgets a signature page.”
Security & compliance
HIPAA compliant
Magical processes all data locally with zero PHI storage
SOC 2 Type II certified
Enterprise-grade security with regular third-party audits
Secure Authentication
Single Sign-On (SSO) and multi-factor authentication options
Ready to get your loan docs right the first time—every time?
What types of documents can Magical generate and manage?
Disclosures, loan agreements, promissory notes, closing packets, compliance forms, and more—customized for your loan types and jurisdictions.
Can Magical check for missing or unsigned docs?
Yes. Magical flags incomplete packets, missing signatures, or outdated templates before loans move forward.
Does Magical integrate with our e-sign platform?
Yes. Magical can auto-push files to e-sign tools like DocuSign, HelloSign, or Adobe Sign—or prep for physical mailing.
What systems does Magical work with?
Any LOS, CRM, or internal system. No integrations or APIs needed.
How fast can we go live?
Most teams launch in under a week and see measurable results immediately.
