The AI agent for mortgage loan processors

Sauna builds the conditions checklist, drafts the document requests to the borrower, verifies the file against guidelines, and assembles the submission package so each loan reaches the underwriter clean and on time.

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What it does

What Sauna does for mortgage loan processors

01
Build the conditions list
Sauna reads the loan file in Salesforce against the product guidelines, builds the outstanding-conditions checklist, and marks which documents are received, missing, or expired.
02
Draft borrower requests
It writes the document-request email — pay stubs, bank statements, letters of explanation — naming exactly what's needed and why, ready for you to send through Gmail.
03
Verify the file
Sauna cross-checks income, assets, and dates across the W-2s and statements in Google Drive, drafts the income calculation worksheet, and flags any inconsistency before underwriting sees it.
04
Assemble the submission
It compiles the stacked package and a cover summary in Google Docs, confirms every condition is cleared, and holds it for your sign-off before it goes to the underwriter.

Put Sauna to work on this.

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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

@Sauna Read the Nguyen file against the conforming guidelines, build the conditions list, draft the borrower email for what's missing, and calculate qualifying income from the last two pay stubs.

Sauna

Reading Salesforce and Gmail.

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 the Nguyen file against the conforming guidelines, build the conditions list, draft the borrower email for what's missing, and calculate qualifying income from the last two pay stubs.”

Example promptRun in Sauna →

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

Salesforce Gmail Google Drive Google Docs

Good to know

Questions, answered.

Will it approve the loan or clear conditions itself?

No. It tracks and verifies conditions and builds the package, but clearing a condition and submitting to underwriting are your calls. Nothing goes to the borrower or underwriter without your approval.

Can it calculate income wrong?

It shows the income calculation step by step from the actual pay stubs and statements in the file and flags anything inconsistent, so you can tie every figure to a document before you rely on it.