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Agent · Backlog

Loss Mitigation Document Collection Agent

Drives a loss mitigation application to complete status by checking submitted documents against the investor checklist, following up on missing items and issuing status updates.

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

What it does

  • Classify and extract data from pay stubs, bank statements, tax returns and hardship letters via OCR
  • Check completeness and recency against investor/product checklist
  • Send missing-document requests and reminders
  • Flag inconsistencies for specialist review
  • Timestamp receipt for timeline tracking

Systems and data it works with

  • Document management/IDP (OCR)
  • Loss mitigation case system
  • Borrower portal
  • Email/SMS gateway