Hire AI

Mortgage

Turn loan applicants into funded loans.

You have Loan applicants
You get Funded loans

You pay Per funded loan

  • Calls
  • Email
  • Documents
  • Systems
  • Follow-up
  • Exceptions
Hire this Agent Start a Pilot

What you give it

  • Applicant contact information
  • Existing application
  • CRM access
  • Loan system access
  • Approved product information
  • Lending policies
  • Communication rules

What it owns

  • Agent owns
  • Agent + human
  • Human decision
  1. Applicant Agent owns
  2. Contact Agent owns
  3. Application Agent owns
  4. Documentation Agent owns
  5. Processing Agent owns
  6. Underwriting Agent + human
  7. Conditions Agent owns
  8. Clear to Close Agent + human
  9. Closing Agent + human
  10. Funded Human decision

What it can do

Communicate

  • Phone
  • Email
  • SMS

Work with information

  • Collect documents
  • Detect incomplete files
  • Read documents
  • Request missing information

Operate software

  • CRM
  • Loan systems
  • Browser
  • APIs

Coordinate

  • Follow up
  • Chase outstanding conditions
  • Schedule closing actions
  • Escalate regulated decisions

You decide what the agent is allowed to do.

Action Permission
Contact applicants Allowed
Request documents Allowed
Update CRM Allowed
Schedule closing actions Allowed
Offer approved products Allowed
Change company policy Not allowed
Approve regulated decisions Not allowed
Move money above threshold Requires approval

Humans stay in the loop.

The agent owns execution. Your team handles judgment, authority, or escalation.

Agent handles 92% Example of execution
Exception detected The job pauses on a rule
Human decision Judgment, authority, or policy
Agent continues work Execution resumes after the decision

Run it against your operation.

Illustrative example
Your Team Agent
Work items 1,000 100
Completed 210 27
Conversion 21.0% 27.0%
Average cycle time 8.4d 4.1d
Cost per outcome $810 $430

Start with 10% of the work.

Measure the same outcomes you measure. Increase volume when the agent earns it.

Start a Pilot

Works with the systems you use.

The pilot should require little systems change.

  • API
  • Email
  • Spreadsheet
  • CRM
  • Browser
  • Shared Inbox
  • Database
  • File Upload
  • Internal Software
Hire this Agent