Requires a BIG AI contract. If BIG AI is not active on your account, this feature will not appear.
Bind an AI prompt to a Document task and BIG AI reviews whatever the borrower uploads to it. The verdict lands on the task row, where the loan team is already looking.
Setup, in order
- Switch on Automated Prompts on the AI Settings page. Nothing runs until you do.
- On the prompt you want to use, mark the document-upload trigger under Triggers. Only prompts marked for document review can be bound to a task.
- Choose that prompt in AI Verification Prompt on the Document tasks you want reviewed.
The picker is available wherever tasks are created or edited: the loan Tasks screen, Global Tasks, and tasks generated by a rule under Rules. It appears on Verification tasks as well as Document tasks.
Reading the verdict
While the review runs, the row shows an AI verifying badge and updates on its own — no refresh needed. When it finishes, the badge shows the verdict. Expanding the row shows findings by severity, anything still missing, and which documents the review read.
A review that could not run says so plainly rather than implying a result.
Following up
One action opens the loan's BIG AI assistant with the reviewed documents already attached, so a follow-up question starts from the evidence.
Seeing what is configured
An AI Verification column appears on the Global Tasks table and on each rule's task list, beside Auto-Complete, so you can see which tasks have a prompt attached without opening each one.
What borrowers see
Nothing. Verification runs under the loan's own officer, and borrowers never see the verdicts.