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Email Routing & Classification

Your team processes hundreds of emails a day. Pythonic’s agent reads each email and its attachments, matches it to the correct file in your production system, and classifies every document by type — so your team can focus on the work that actually requires their expertise.

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How It Works

Every Email Routed. Every Document Classified.

When your production system can’t automatically match an incoming email to a file, someone on your team has to do it manually: open the email, read the attachments, search for the right file, and tag each document. Pythonic’s agent handles this entire process — reading emails and documents for the information needed to find the right file, then classifying each attachment by document type.

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Email Routing

Matches incoming emails to the correct file in your production system by reading the email body and attachments.

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Document Classification

Identifies the type of each attached document and assigns the correct document type ID.

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High Precision

99.9% routing precision and 99.0% classification precision, contractually guaranteed.

Advanced Capabilities for Complex Workflows

Pythonic’s routing and classification agent goes beyond basic email matching. It can classify support email types, match payoffs with their settlement types, identify payoff document categories, and write lender names to document description fields.

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Support Email Classification: Categorizes operational emails like search updates and post-closing notifications.

Payoff Matching:  Associates payoff documents with their corresponding settlement types (1st payoff, 2nd payoff, etc.).

Payoff Type Identification: Classifies payoff documents by lender type — mortgage, HOA, utility, and more.

Description Field Population: Writes contextual information (like lender names) to document description fields automatically.

Resware & SoftPro: Full API integration for routing emails and classifying documents in your existing system.

Configurable Document Types: Your document type IDs and naming conventions are configured during onboarding.

Flexible Input: Accepts emails via forwarding rules or other configurable delivery methods.

Seamless Production System Integration

Routed emails and classified documents are written directly to the correct file in your production system. Your team sees them in the same place as manually processed documents — no separate queue, no second system.

 

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Getting Started

Get Started in Days,
Not Months

Provide your document type list and we’ll configure the agent for your classification needs.
Every implementation starts with a free trial.

 

Step One

Schedule a demo to see the service in action and discuss your workflow. 

 

 

Step Two

Start your free trial. Pythonic configures the service for your production system and business rules.

 

 

Step Three

Go live. Your team reviews results in a simple dashboard, with Pythonic monitoring performance automatically.

 

 “We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.” 

- Natasha Brown

MARKETING MANAGER, DRIVE

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See how Pythonic’s AI agents can automate your document workflows. Every service includes a free trial.

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