The problem
Refinance opportunities sit unseen in your portfolio and prescreen lists, and generic campaigns reach borrowers too late or with the wrong offer.
What changes
- Borrowers ranked by real savings potential
- Personalized offers that follow prescreen rules
- Responses routed straight to your application
Full specification
The complete specification for Auto Refinance Prospecting Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation