Document Collection Agent

The Document Collection Agent eliminates the manual burden of chasing borrower paperwork. It automates the entire document lifecycle— from initial request and follow-up reminders through intake, classification, and verification. The agent identifies missing documents, flags discrepancies,
and routes verified packages to underwriting. Reduces document processing time by 50–90% and dramatically cuts time-to-close.

Problem solved: Solves the #1 driver of stalled loan files: missing or unverified borrower documents.
Replaces phone-tag, email chasing, and manual classification that delay funding by days or weeks and frustrate borrowers into abandoning the application entirely.