Use Case

Loan Operations

Reconcile exceptions across servicing, GL, and investor reports; schedule verifications; and produce audit-ready packs without spreadsheets or swivel-chair work.

Schedule DemoCalculate ROI

40%

Faster Month-End Close

90%

Auto-Cleared Exceptions

<24hr

SLA for Remaining Breaks

End-to-End Operations

From exception detection to audit-ready documentation

01

Integrate

Multi-source data ingestion across servicing, GL, and warehouse systems

02

Detect

Automated exception detection and real-time reconciliation

03

Orchestrate

Smart workflow routing and escalation management

04

Document

Audit-ready pack generation with complete evidence trails

What the Agent Does

End-to-end loan operations automation from exception handling to audit preparation

Exception Reconciliation

Matches loan-level cash flows, fees, escrow across servicing, warehouse, and GL.

Operational Verifications

Schedules income/employment reverifications, collateral re-appraisals by risk tier.

Borrower Follow-ups

Auto-generates email/SMS/portal tasks; escalates if SLAs slip.

One-Click Audit Packs

Time-stamped packages for internal audit, SOX testing, investor due diligence.

Attestations & Approvals

Routes reconciliations through ServiceNow/Jira with e-sign and evidence capture.

Ready in 4-6 Weeks

Complete loan operations automation with phased rollout

Weeks 1-2

Foundation

Connect servicing, GL, warehouse; define exception taxonomy & SLAs

Weeks 3-4

Pilot

Configure reconciliation rules; pilot one portfolio (e.g., consumer installment)

Weeks 5-6

Scale

Expand to CRE/Mortgage; enable audit packs & attestation routing

Ready to Streamline Your
Loan Operations?

See how our loan operations agents reduce month-end close time by 40% while maintaining complete audit trails.

Schedule Loan Ops DemoCalculate Savings