Loan officers — Sauna

An AI assistant for loan officers

Sauna assembles each borrower's file, chases the missing income and asset docs, and keeps every loan in the pipeline moving — so applications get to underwriting clean and on time.

Sauna is an AI assistant for loan officers that keeps every loan moving to the closing table. It assembles each borrower's file from the documents they send, chases the missing income and asset paperwork and outstanding conditions, drafts milestone updates in your voice, and tracks the whole pipeline by stage — so files reach underwriting clean and on time.

What it does

What Sauna does for loan officers

  1. 01

    Build the borrower file

    Read the application and the documents the borrower sends, sort the pay stubs, W-2s, and bank statements into the file, and flag what doesn't match the application.

  2. 02

    Chase the conditions

    Track every outstanding condition and missing document per loan, and draft the borrower request — specific about exactly what's needed — until the file is complete.

  3. 03

    Status the borrower

    Draft the update to each borrower and referral partner at every milestone — application, approval, clear-to-close — in your voice, ready to send.

  4. 04

    Pipeline radar

    A recurring read of every loan by stage with what each is waiting on and its rate-lock or closing date, so nothing slips past a deadline.

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In context

Ask in chat. It does the work.

Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.

app.sauna.ai/sauna
You
You
@Sauna Read this borrower's uploaded documents, sort the income and asset paperwork into their file, compare against the application, and draft a request for every condition and document still outstanding.
S
Sauna
Reading Gmail and Google Drive.
Done — here's the draft and what I found. Approve to send.

Try it

Ask in plain words

The literal prompt for this job. Open it in Sauna and it picks up from there.

Read this borrower's uploaded documents, sort the income and asset paperwork into their file, compare against the application, and draft a request for every condition and document still outstanding.
Example promptRun in Sauna →

Plugs into the tools you already run — and thousands more, or any MCP server.

What you get

A finished result, not a transcript.

Reports, drafts, and dashboards Sauna assembles from your live tools — kept current on its own.

team.sauna.app/pipeline
31
loans active
17
conditions open
5
closing this wk
Loans moved to underwriting per weekLast 8 weeks
Carter — purchase2 conditions · chasing
Okafor — refiClear to close · Fri
Bank statementsSorted · matched to app

Get the result, not the busywork.

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Good to know

Questions, answered.

Does it approve loans or make credit decisions?

No. Sauna assembles the file, chases the documents, and keeps the pipeline moving; the credit decision and what gets sent stay with you and your underwriter.

Will it message borrowers on its own?

No. It drafts the document requests and the status updates in your voice; you approve what sends.

Is my data safe?

Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.

Keep exploring

More ways teams use Sauna

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