Conditional Approval Response for Retirement Plan Administrators with ASC
The Problem
Underwriter conditions come back on every 401(k) TPA loan — the LO drops everything to gather responses, then the file sits again.
What We Build in ASC
AI reads the conditions, identifies what each condition needs, pulls it from Relius or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running ASC — uses the native API or agent integration so nothing leaves the system of record.
ASC Integration Approach
Audit your ASC configuration
We map the specific ASC objects, custom fields, and workflows the automation needs to touch for your 401(k) tpa practice.
Build on the ASC API or agent
Integration happens inside ASC — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in ASC with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your ASC instance
30-minute call. We'll look at your actual ASC setup and show exactly how this workflow fits.