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Agent · Backlog

Borrower Application Assistant Agent

Guides borrowers through the digital 1003 application via chat/voice, explains loan options and documentation requirements, and answers status questions 24/7.

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

What it does

  • Walk borrowers through URLA/1003 sections
  • Explain product options and documentation requirements
  • Answer application-status questions
  • Prompt for missing fields
  • Escalate complex scenarios to LO

Systems and data it works with

  • POS (Blend/Rocket/Encompass Consumer Connect)
  • LOS
  • Knowledge base
  • Voice/chat platform