Loan Servicing Agents
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.
Coming soon
Deploys with your existing LOS/LMS · No migration · No rip-and-replace
4 accounts flagged for cure outreach — for your team to review
How it works
Post-close automation — from boarding and payments through delinquency and portfolio reporting.
Once funded, every loan enters the servicing ledger with payment schedules, escrow setup, and borrower contact preferences configured automatically.
Incoming payments are posted, allocated, and reconciled in real time — with instant alerts for NSF returns, short pays, or misapplied funds.
Missed payments trigger the right outreach sequence, cure windows, and escalation path before accounts move into collections or loss mitigation.
Servicing dashboards and scheduled exports keep your team, investors, and regulators informed on portfolio health — automatically.
The agents
Six prebuilt agents for end-to-end loan servicing — payments, escrow, borrower care, and portfolio health in one unified system.
Posts payments, applies funds correctly, and reconciles ACH, wire, and lockbox activity — catching misapplied or duplicate payments before they become borrower disputes.
Monitors escrow analyses, tax disbursements, and insurance renewals continuously so shortages, lapses, and force-placed coverage risks are caught early.
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.
Answers payoff quotes, payment confirmations, modification updates, and routine inquiries instantly across email, SMS, and your borrower portal.
From payoff requests to loan modifications and partial paydowns — validates terms, generates documents, and tracks completion without manual back-and-forth.
Live servicing dashboards surface delinquency trends, prepayment risk, escrow exposure, and renewal opportunities — giving leadership a real-time view of portfolio performance.
The Servicing Agents are in active development — request early access to be notified the moment they're ready.
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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