The AI agent for real estate loan processors
Sauna moves the loan file forward: it builds the conditions checklist from the underwriting approval, chases borrower documents, orders third-party reports, and drafts the status update to the borrower and loan officer.
What it does
What Sauna does for real estate loan processors
- 01
Build the conditions checklist
Sauna reads the underwriting approval in Box and drafts the prior-to-docs conditions checklist in ClickUp with an owner and due date for each item.
- 02
Chase borrower documents
It tracks which income, asset, and disclosure documents are still missing and drafts the request email to the borrower for each gap.
- 03
Coordinate third-party orders
Sauna drafts the appraisal, title, and verification-of-employment order requests and tracks when each report is due back.
- 04
Draft the loan status update
It compiles where the file stands against its conditions and drafts the status note to the loan officer and borrower in Gmail.
Put Sauna to work on this.
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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.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Read the underwriting approval in Box for the Garcia file, list which conditions are still outstanding, and draft the document-request email to the borrower.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it clear loan conditions itself?
No. Sauna drafts requests and tracks what's outstanding, but a condition only clears when you confirm the document satisfies it.
Can it misstate which documents are in?
No. It reports status straight from the file in Box and the conditions list, and flags anything it can't verify rather than marking it received.
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.
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More ways teams use Sauna
Put Sauna to work for real estate loan processors.
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