Agents
Agents that do the work between systems.
Fact-find extraction, document chase, case packaging and decision support, executed by software agents with a complete audit trail and a human in charge.
What you get
- Fact-find extraction from documents and conversations
- Document chase with progress visible to the case owner
- Case packaging against lender requirements
- A complete audit trail on every agent action
- Human approval gates where decisions carry weight
POST /v1/events/subscriptionsEndpoints gated. Full schemas in /openapi.yaml
Use cases
Where it earns its keep.
Fact-find extraction
Turn documents and call notes into structured case data, with each field traceable to its source.
Document chase
Agents request, remind and reconcile outstanding documents while the case owner watches progress rather than inboxes.
Case packaging
Assemble the pack a lender expects, checked against current requirements from the Data API.
Data and audit
Every agent action is logged with its inputs, outputs and timestamps. The audit trail is built into the product, not bolted on.