Loan Officer Co-Pilot
Mortgage and commercial loan origination support. Application intake, documentation collection, underwriting prep, status comms.
For mortgage brokers and commercial loan officers. Application intake, doc collection, underwriting prep, lender status comms.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
Vector store
pgvector
Multimodal
pdf-form-parsing
What it ships with
- Application intake
- Documentation collection
- Underwriting prep
- Status comms
- Lender shopping
- Pipeline reporting
Primary responsibilities
- 01Intake
- 02Doc collection
- 03Underwriting prep
- 04Status comms
Secondary responsibilities
- Lender shopping
- Pipeline
Workflows
- Loop 1
Per loan: intake → docs → underwriting → close
How we measure it
- Loan close rate
- Time-to-close
- Doc-completion rate
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Loan processor $50–80k loaded.
Human equivalent: Loan processor ($50–80k loaded)
Risks & mitigations
What could go wrong
- Licensed-broker boundary — HITL on commitments
Tags
Ready to put Loan Officer Co-Pilot to work?
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