Onboarding Agent
Demo-readySupports customers through application submission and pre-disbursal documentation.
Guides applicants through document collection, flags incomplete submissions, and ensures consent and KYC are captured before underwriting.
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Named agents for concrete lending work.
Purpose-built agents handle the repetitive, structured parts of lending operations. They show up configured to your workflows, work within policy, and leave a clear trail behind every action.
The Agentic Team
Eight agents purpose-built for lending operations.
Each agent is designed for a specific part of the lending lifecycle — from onboarding to portfolio intelligence. Every agent works within policy boundaries with human oversight by design.
Document Review Agent
Demo-readyChecks submitted documents against defined lending checklists.
Flags missing KYC, stale financials, or documents that need human review before underwriting.
Underwriting Copilot
Demo-readyPrepares applicant summaries and highlights policy deviations.
Builds a credit-ready summary from application data, bureau inputs, documents, and workflow context.
Collections Agent
Coming soonSupports controlled borrower outreach and collections workflows.
Prepares next-best actions for overdue customers within policy and escalation boundaries.
Customer Support Agent
Coming soonHandles borrower inquiries, service requests, and escalation triage across channels.
Resolves document status queries, payment confirmations, and account updates while routing exceptions to the right team.
Operations Supervisor Agent
Demo-readyReviews queues, exceptions, and operational follow-ups across the lending lifecycle.
Prioritizes stuck applications, pending conditions, and disbursement blockers for operations teams.
Policy Analyst Agent
Coming soonMonitors the acceptance funnel and portfolio performance to surface policy insights.
Analyses approval patterns, decline reasons, and portfolio trends to flag where policy may need recalibration.
Portfolio Intelligence Agent
Coming soonMonitors portfolio movement and identifies emerging operational patterns.
Surfaces changes in delinquency, product performance, and workflow leakage for leadership review.
Walkthrough
Bring a real SOP. See where agents can participate.
Assisted, supervised, or autonomous participation can be governed workflow by workflow.