BPOs have a $250K+ opportunity sitting right under their noses, in the client base they already have. Book a Call to Find Out How.
AgentConnect

AgentConnectfor loans & mortgages

Every mortgage file verified line by line. A person signs off.

AgentConnect verifies income, deposit and credit for each application, assesses the risk, and flags anything that doesn’t add up instead of smoothing it over. A person signs off every file.

30-day money-back guarantee.

If it isn't working, you don't pay.

Tasks automated
10Kor more
Agents deployed
1Kor more
Hours saved
100Kor more
Consequential actions without your approval
0

As of October 2026

Loan & mortgage processing: the AgentConnect film

Income, deposit, credit. Every mortgage file, checked line by line.

Watch a $250,000 application get verified and risk-assessed, and see what AgentConnect flags instead of smoothing over, before a person signs off.

Lenders, brokers and their BPO partners · 0:41

Today

Income. Deposit. Credit. Every mortgage file, checked by hand?

  1. 01

    Every file checked line by line

    Income, deposit and credit are verified by hand, document by document.

  2. 02

    Inconsistencies missed

    A gap between payslips and bank statements is easy to miss on the hundredth file.

  3. 03

    Applicants waiting

    Buyers wait days for a decision while files sit in the queue.

In the film

What the agent does, step by step.

  1. A mortgage application arrives, and income, deposit and credit all need checking line by line.
  2. AgentConnect verifies each one and assesses the risk.
  3. It flags what doesn’t add up instead of smoothing it over, and a person signs off.
Today
Loan applicationIn review
With AgentConnect
Ready for sign-offVerified and risk-assessed

Try it

Tell the agent what to do.

Type a job, or pick one below, and watch a simulated run get as far as your approval.

AgentConnectSimulated run

Where a person steps in

It stops before anything consequential.

These are the moments the agent hands to your team. Each decision is recorded with who made it.

  1. 01

    Every lending decision

    Always a person’s.

  2. 02

    Anything that doesn’t add up

    Flagged with the documents involved, never smoothed over.

  3. 03

    Exceptions to policy

    Go to a credit manager.

What AgentConnect agents handle

  • Flags documents that don’t agreeMortgages · waits for a person
  • Verifies income, deposit and creditMortgages · handled end to end
  • Holds every file for a person to sign offMortgages · waits for a person
  • Flags documents that don’t agreeMortgages · waits for a person

Every step is logged. Anything consequential waits for a person.

Works inside your loan origination system, your document store and your credit bureau. Nothing to migrate.

ROI calculator

What would it give back on mortgage files?

Put in your own numbers. The result updates as you type, and we can email you the full breakdown.

What AgentConnect would give back

Hours back each month
240
Value of that time, per year
US$100,800
Capacity freed
1.5 full-time people

Conservative estimate. Your numbers may differ.

Hours = volume × time per item × the share the agent takes on. A full-time person is 160 hours a month. Approval time isn't counted as saved. Currency rates are fixed, as of October 2026.

Book a demo

The guarantee

Live in 30 days, or your money back.

Your mortgage files workflow, from first call to running in your systems, in a month.

  1. Week 1

    Scoped with you

    We map your use case with you: what the agent will run, and what it will hold for your approval.

  2. Week 2

    Connected to your systems

    We build the agent and connect it to the systems the work already lives in. Nothing to migrate.

  3. Week 3

    Run alongside your team

    It works real cases next to your people, with your approval step in place, so you can check every result.

  4. Day 30

    Live, or your money back

    If it isn’t working on day 30, you don’t pay.

Questions

What people ask about this one.

Does it approve loans?

No. It verifies and assesses; a person makes every lending decision.

What does it check?

Income, deposit and credit against your lending policy, which we set up with you.

What happens when documents don’t agree?

The file is flagged with the documents involved, for a person to review.

Keep watching

Now do it with your mortgage files.

Bring your own process to a working session. We’ll map what AgentConnect would run, what it would hold for approval, and how we’d have it live in 30 days.

30-day money-back guarantee.