The problem
Borrowers who could benefit from a refinance hear from competitors first, and servicing data that could flag them goes unused.
What changes
- Refinance opportunities spotted early
- Personalized offers in your servicing portal
- More of your customers retained
Full specification
The complete specification for Refinance Recapture 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