Retail Loan Origination Agent

Automates loan processing - delivers speed, accuracy, compliance, and boosts satisfaction

Our Loan Origination Agent automatically reviews over 20 document types per application, compares 250+ datapoints against 600+ internal rules, and instantly highlights discrepancies for officer review. It drafts client emails and manages back-and-forth with 50+ automated communications per case—all with human oversight. Boost efficiency, accuracy, and customer satisfaction while keeping your experts focused on what matters.

3-5 days

time-to-cash for at least 80% of applications

2-3x

increase in back-office case throughput

Zero

resubmissions eliminated from 60-80%

15 minutes

review time

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    Retail Lending / Banking
    Commercial Lending / Banking
    Wealth Management / Investment
    Insurance
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