Service Every Loan After Close
The Servicing Agents automate payment processing, escrow management, borrower communications, and delinquency workflows — keeping your portfolio healthy from first payment through payoff. 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
4 accounts need cure outreach — action queued
Projected impact at launch
How the Servicing Agents Work
Post-close automation — from boarding and payments through delinquency and portfolio reporting.
Loan Boarded & Active
Once funded, every loan enters the servicing ledger with payment schedules, escrow setup, and borrower contact preferences configured automatically.
Payments Monitored
Incoming payments are posted, allocated, and reconciled in real time — with instant alerts for NSF returns, short pays, or misapplied funds.
Delinquency Managed
Missed payments trigger the right outreach sequence, cure windows, and escalation path before accounts move into collections or loss mitigation.
Portfolio Reported
Servicing dashboards and scheduled exports keep your team, investors, and regulators informed on portfolio health — automatically.
Meet the Loan Servicing Agents
Six prebuilt agents for end-to-end loan servicing — payments, escrow, borrower care, and portfolio health in one unified system.
Payment Processing Agent
Posts payments, applies funds correctly, and reconciles ACH, wire, and lockbox activity — catching misapplied or duplicate payments before they become borrower disputes.
- ACH, wire & lockbox posting
- Automated payment allocation
- NSF & return handling
- Daily cash reconciliation
Escrow & Insurance Agent
Monitors escrow analyses, tax disbursements, and insurance renewals continuously so shortages, lapses, and force-placed coverage risks are caught early.
- Escrow shortage & surplus alerts
- Tax & insurance disbursement tracking
- Force-placed insurance prevention
- Annual escrow analysis support
Collections Agent
Handles early-stage delinquency with the right cadence — payment reminders, cure notices, and escalation paths — so your team focuses on accounts that need human judgment.
- Configurable delinquency triggers
- Automated borrower outreach
- Smart escalation & queue routing
- Loss mitigation handoff
Borrower Communications Agent
Answers payoff quotes, payment confirmations, modification updates, and routine inquiries instantly across email, SMS, and your borrower portal.
- Instant payoff quote generation
- Payment & statement notifications
- Portal & chat assistance
- Multi-language borrower support
Payoff & Modifications Agent
From payoff requests to loan modifications and partial paydowns — validates terms, generates documents, and tracks completion without manual back-and-forth.
- Payoff quote automation
- Modification workflow support
- Partial prepayment handling
- Document generation & tracking
Portfolio Reporting Agent
Live servicing dashboards surface delinquency trends, prepayment risk, escrow exposure, and renewal opportunities — giving leadership a real-time view of portfolio performance.
- Delinquency & roll-rate dashboards
- Prepayment & renewal signals
- Investor & regulatory reporting
- Scheduled portfolio exports
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.
Be first in line when these launch
The Servicing Agents are in active development — request early access to be notified the moment they're ready.
Get Early Access