Loan Operations

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

40%

Faster Month-End Close

90%

Auto-Cleared Exceptions

<24hr

SLA for Remaining Breaks

WORKFLOW AUTOMATION

End-to-End Operations

From exception detection to audit-ready documentation

Integrate

Multi-source data

Real-time

Detect

Auto-reconcile

Orchestrate

Smart routing

Document

Audit ready

90%

Auto-Cleared

40%

Faster Close

<24hr

SLA

CAPABILITIES

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.

IMPLEMENTATION

Ready in 4-6 Weeks

Complete loan operations automation with phased rollout

Weeks 1-2

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

Foundation

Weeks 3-4

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

Pilot

Weeks 5-6

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

Scale

Ready to Streamline Your Loan Operations?

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