The problem
Loan documents arrive by email, portal and fax in every format, and staff sort them by hand and chase missing or stale items one by one.
What changes
- Every document sorted and checked as it arrives
- Missing and stale items requested automatically
- A clear, dated record of what was received
Full specification
The complete specification for Loan Package Document Collection 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