This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
- Assemble and deliver final TILA disclosures and loan agreement for e-signature
- Verify funding account ownership
- For debt consolidation, execute direct creditor payoffs and confirm balances
- Trigger card issuance, digital wallet provisioning and activation
- Set up autopay and welcome journey
Systems and data it works with
- LOS
- E-signature
- ACH/RTP rails
- Account-ownership verification (Plaid Auth)
- Card processor (e.g., TSYS/Fiserv/Marqeta)
- Core banking