A document in. A loan file in your systems.
Log into the sandbox CRM and LOS, drop in a W-2 or a pay stub, and watch AMY read it, check it against the other documents, and file it. Nothing here is on a timer and nothing is pre-recorded — the reading happens in your browser, and the records are created by the same code that talks to the real vendors.
Log in to your systems
Real credential checks against sandbox Salesforce, Encompass and LendingPad. The logins are filled in for you — change one and it will be rejected exactly the way the vendor rejects it.
Give her the documents
Download any of these and drop them back in — or drop your own PDF. They are read in this tab with pdf.js; nothing is uploaded anywhere.
Or use the sample files above. Several at once is fine — the more she has, the more she can cross-check.
What the documents agree on
No value is trusted from one place. A fact two documents support is evidence; a fact they disagree on is a condition for a person, not a number to average.
File it in the LOS and the CRM
The canonical loan file is mapped into each system's own field names and posted. This is the same adapter code and the same field maps that run against the real vendors — you can open the exact JSON each one received.
Look in the systems
Read straight back out of each sandbox, the way you would open the record in the vendor's own UI.