Skip to main content

Agent · Backlog

Hardship Intake & Triage Agent

Conducts structured hardship conversations, classifies hardship type and captures the financial profile needed for loss mitigation, then hands a complete package to a workout specialist.

Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Detect hardship cues in any channel and switch to empathetic hardship flow
  • Classify hardship (income loss, illness, divorce, deployment, disaster)
  • Capture income, expenses, assets, liabilities and occupancy
  • Generate investor- and hardship-specific document checklist
  • Create case with full context

Systems and data it works with

  • Servicing platform (e.g., MSP)
  • Loss mitigation case management
  • Voice/chat AI
  • Document management
  • CRM