Document Collection Agent

Automated intake, classification, and verification of borrower documents

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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.

50-90%
Reduction in manual document processing
Auto
Classification & verification

Key Capabilities

Automated borrower document request and follow-up sequences

AI-powered document classification (pay stubs, tax returns, etc.)

Data extraction and validation against application data

Missing document detection and borrower notifications

Compliance-ready document packaging for underwriting

Integration with LOS for seamless workflow handoff

AI AGENT

Document Collection Workflow

Automated chase, intake, and verification of borrower documents

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