Loan Origination Agents
The Origination Agents run your entire borrower acquisition and onboarding pipeline — outreach, applications, document collection, contracts, and funding instructions — with your team signing off. Use them prebuilt, create your own, or have us build them for you.
Deploys with your existing LOS/LMS · No migration · No rip-and-replace
40% conversion — 2× industry average
How it works
Cold lead to funded loan — every follow-up made, with your team signing off.
New leads are scored, segmented, and enrolled in personalized multi-channel sequences automatically.
An AI assistant walks every borrower through your application form, answering questions and preventing drop-offs in real time.
The Document Collection Agent requests, validates, and chases every required document — following up automatically until the file is complete.
Loan agreements are generated, sent for e-signature, and tracked to completion — then handed off for funding.
The agents
Six prebuilt agents covering the complete borrower journey — from cold outreach to executed loan agreement.
Launches personalized outreach campaigns across email, SMS, and WhatsApp — at the right time, with the right message, for each individual lead.
Scores and prioritizes incoming leads based on creditworthiness signals, engagement behavior, and fit against your ideal borrower profile.
Guides borrowers step-by-step through your application form, answering questions in real time via AI chat — dramatically increasing completion rates.
Proactively contacts borrowers for missing documents, validates uploads as they arrive, and flags exceptions — so no application stalls.
Upon credit approval, auto-generates the loan agreement, sends it for e-signature, and tracks completion — without your team touching a template.
Real-time dashboards give your team full visibility into every stage of the pipeline — where applications are stuck, what needs human attention, what's on track.
Join 200+ lenders already using TaskSuite AI to acquire and onboard borrowers faster.
Every agent here is prebuilt and ready to deploy. You can also create your own on the TaskSuite platform, or have our team design, build and deploy them for you.
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