From First Contact to Funded Loan
The Origination Agents run your entire borrower acquisition and onboarding pipeline — outreach, applications, document collection, contracts, and funding instructions — all autonomously. 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
Impact at a glance
How the Origination Agents Work
Cold lead to funded loan — fully automated, zero missed follow-ups.
Lead Captured & Outreached
New leads are scored, segmented, and enrolled in personalized multi-channel sequences automatically.
Application Guided
An AI assistant walks every borrower through your application form, answering questions and preventing drop-offs in real time.
Docs Collected
The Document Collection Agent requests, validates, and chases every required document — following up automatically until the file is complete.
Contract Signed & Funded
Loan agreements are generated, sent for e-signature, and tracked to completion — then handed off for funding.
Meet the Loan Origination Agents
Six prebuilt agents covering the complete borrower journey — from cold outreach to executed loan agreement.
Lead Outreach Agent
Launches personalized outreach campaigns across email, SMS, and WhatsApp — at the right time, with the right message, for each individual lead.
- Email, SMS, and WhatsApp sequences
- AI-personalized messaging
- Behavioral trigger-based send times
- Unsubscribe & compliance management
Lead Qualification Agent
Scores and prioritizes incoming leads based on creditworthiness signals, engagement behavior, and fit against your ideal borrower profile.
- AI lead scoring (0–100)
- Fit vs. ideal borrower profile
- Engagement tracking & signals
- CRM integration & pipeline sync
Application Assistant Agent
Guides borrowers step-by-step through your application form, answering questions in real time via AI chat — dramatically increasing completion rates.
- AI chat on your application portal
- Real-time field-level help
- Dynamic form logic
- Multi-language support
Document Collection Agent
Proactively contacts borrowers for missing documents, validates uploads as they arrive, and flags exceptions — so no application stalls.
- Smart document request sequences
- Real-time upload verification
- Completeness scoring
- Automatic follow-up cadences
Contract & e-Signature Agent
Upon credit approval, auto-generates the loan agreement, sends it for e-signature, and tracks completion — without your team touching a template.
- Dynamic contract generation
- DocuSign & Adobe Sign integration
- Completion tracking & reminders
- Executed doc archiving
Pipeline Analytics Agent
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.
- Stage-by-stage pipeline view
- Conversion rate analytics
- Bottleneck identification
- Forecast & volume reporting
Don't see the agent you need?
Every agent here is prebuilt and ready to deploy — but the TaskSuite platform also lets you create your own agents. And if you'd rather not build them yourself, our team will design, build, and deploy your custom agents for you.
Ready to automate your origination pipeline?
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