Step 1
Import the approved loan memo
Upload a Word document, searchable PDF, scanned PDF or image. The app creates a draft extraction for your review.
Extraction summary
- Source
- Not uploaded
- Detected facility
- Not detected
- Conditions
- Not extracted
- Review status
- Waiting
Extracted approval text
Use this view to compare imported fields with the source approval. The application never treats extraction as final approval.
Step 2
Borrower and facility details
Yellow fields require review. Calculated fields update automatically.
Step 3
Approved conditions
Keep the wording exactly as approved. Enter one condition per line.
Step 4
Final review and generation
Resolve every flagged item before downloading the Word or PDF version.
Saved locally