FOR BUSINESS LENDERS

AI agents that keep your loan applications moving

Spend less time chasing information, convert more of your pipeline.

See how it works
OnTrack lender portfolio dashboard showing total cases, agent deployments, the portfolio pipeline and a table of live cases

What we do

Configure and deploy AI agents that help you coordinate your loan applications

Specialised AI agents manage the information exchange with applicants until they are ready for credit review.

  • Track what’s outstanding across every application.
  • Request missing information and documents from the borrower.
  • Understand what comes back and follow up where needed.
  • Keep cases moving and escalate when human input is required.
  • Hand completed cases when ready for review.

How it works

Set up quickly, deploy at your pace

Configure, test, and deploy with confidence.

01

Add your applications

Upload your applications or connect your existing origination system.

02

Configure the agents

Set their capabilities and permissions.

03

Test on real cases

Evaluate agent performance before going live.

04

Deploy at your pace

Start in shadow mode, require approval for actions, or let agents manage cases directly.

05

Monitor and improve

Agents improve by observing outcomes and incorporating direct feedback.

Key features

Aligned to your existing workflows

Agents adapt to your processes, automating work your team already does.

Credit-independent

Agents do not make credit decisions, underwriting and approval remain fully independent.

Configurable

Set different agent capabilities, permissions, and levels of autonomy by case type.

Transparent

Understand every agent action with built-in reasoning that can be reviewed and refined over time.

Turn more applications into funded loans

Get a live walkthrough and a tailored rollout plan.