Document intelligence agent — how it works
SecureLend's document intelligence agent automatically identifies and categorizes files for any underwriting domain — pitch decks, tax returns, bank statements, articles of incorporation — and routes each to the correct extraction workflow.
Document intelligence agent — how it works
The Document Intelligence Agent is the first step in SecureLend's AI-native underwriting pipeline. Its job is to turn a "folder full of PDFs" into a structured, prioritized loan file.
Classification and Routing
When a document is uploaded via the submit_documents tool, the Document Intelligence Agent performs a multi-LLM analysis to determine:
- Document Type: Is this a tax return, a balance sheet, a bank statement, or an identity document?
- Domain Context: Is this for a commercial loan, a VC investment, or an insurance submission?
- Completeness: Are all required pages present? Is the document legible?
- Routing: Which extraction blueprint should be applied next?
Beyond OCR
Unlike standard Optical Character Recognition (OCR), which only reads text, our agent uses visual and semantic reasoning to understand the layout and intent of the document. It knows that a "Profit and Loss" statement from one company might look completely different from another's, but the semantic meaning remains the same.
Pricing
The Document Intelligence Agent is priced at $0.06 per page. The first 10 invocations are free.
Related
Implementation Guide
Ready to see how Document intelligence agent — how it works works in production? Explore our product documentation or start a controlled pilot.