The problem
Files reach underwriting with gaps and inconsistencies, so conditions go out late – often after the borrower has stopped responding.
What changes
- Issues caught before underwriting
- Conditions requested while borrowers are engaged
- A clear file summary for every underwriter
Full specification
The complete specification for Pre-Underwriting File Review 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