Car Loan Pre-Approvals
This template lets you build an end-to-end process automation to efficiently and quickly pre-approve car loan requests.
Top Benefits
- Bring down the time required for pre-approvals of car significantly
- Cut time time and effort consumed for processing emails from dealerships
- Provide recommendation & risk score to loan approver powered by GenAI
Tasks
- Extract Email Details and Applicant Credit Check
- Generate Recommendation Using Loan and Document Data
- Human in the loop for approving loan
- Generate email content using GenAI
- Initialize the approved loan process
This template lets you build an end-to-end process automation to efficiently and quickly pre-approve car loan requests.
The key use cases include:
• Automate the automobile loan pre-approval process by financial institutions.
• Process emails from dealerships, document automation to extract details from applicants W2 statement.
• Provide recommendation & risk score to loan approver powered by GenAI.
Free
- Applications
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- Business Process
- Sales
- Category
- Banking and Financial Services
- Vendor
- Nishikanth N
- Automation Type
- Process Template
- Last Updated
- January 28, 2026
- First Published
- December 18, 2025
- Platform
- Automation 360
- ReadMe
- ReadMe
- Support
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- Community Support Only
- Pathfinder Community Developer Forum
- Agentic App Store FAQs
- Bot Security Program
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Level 1
Setup Process
Install
Download the Process Template and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Process Template is ready to get going!
Requirements and Inputs
- Enable the document automation learning instance
- Ensure GenAI subscriptions are available