The problem
Processors sort, rename and re-key borrower uploads all day, then chase missing items with one-off emails that confuse borrowers.
What changes
- Documents filed and checked as they arrive
- One clear request to borrowers for what's missing
- More files reach underwriting complete
Full specification
The complete specification for Document Collection & Classification 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