- Introduction to UiPath Maestro™
- Getting started
- Maestro landing page
- Process modeling
- Process implementation
- Process operations
- Process monitoring
- Process optimization
- Licensing
- Reference information
Maestro user guide
- Application intake
The borrower submits personal, financial, and loan-specific information via a digital or in-person channel.
- Document collection and
verification
The lender collects required documents (e.g., ID, proof of income, tax returns), and verifies their authenticity.
- Credit evaluation
The borrower’s credit report is pulled from credit bureaus. Key metrics like credit score, income-to-debt ratio, and repayment history are analyzed to assess risk.
- Loan product
matching
The applicant is matched to suitable loan products based on their profile and needs (e.g., fixed vs. variable rate, term length, government-backed loans).
- Underwriting
Automated or manual underwriting applies the institution’s risk models and lending policies to decide if the borrower qualifies.
- Compliance and fraud
checks
The process includes identity verification, fraud detection, and checks for regulatory compliance (e.g., KYC/AML).
- Approval or
rejection
The borrower receives a decision. If approved, terms are provided, and closing documents are prepared.
- Loan closing and
disbursement
Upon acceptance, the borrower signs final documents, and funds are disbursed.
-
- Automate complex decision logic at scale
- Quickly adapt to business and regulatory changes
- Deliver faster, more consistent loan outcomes
- Maintain transparency and auditability throughout the process
In short, Maestro transforms rule-heavy, slow-moving loan origination into a fast, intelligent, and agile process — setting lenders apart in a competitive market.
