An AI agent that chases and checks loan documents.
Payslips, statements and ID chased and checked.
In short
The home loan documents required usually include photo ID, recent payslips or tax returns, bank statements, details of debts and savings, and the contract of sale, with extra items for self employed borrowers or a refinance. The Agentive Group AI agent sends each client a plain list for their lender, sends friendly reminders, checks each document is recent, complete and matches the fact find, and tells the broker when the file is ready.
Sound familiar?
- Files waiting weeks for one payslip
- Expired statements found at submission
- Hours of reminder emails
How your AI agent does it
List
The documents this lender requires.
Chase
Missing items with friendly reminders.
Check
Dates, names and completeness.
Report
The file is ready for the broker.
What changes for your broking business
- Files ready sooner
- Fewer lender requests for more information
- Clients clear on what to send
- Processors spared the reminder emails
Questions
Can an AI agent chase home loan documents?
Yes. It sends clear lists and reminders, checks what arrives and keeps a live list of what is still missing.
Does it know each lender's requirements?
It follows the checklists you load for each lender and policy, and you can update them when a lender changes its rules.
Does it verify identity?
It checks the ID provided is current and matches the file. Formal identity verification stays with your usual process.
More work your AI agent does
An AI agent that runs the fact find.
Client details collected and checked before you meet.
An AI agent that drafts your best interests notes.
Notes drafted from the meeting, finalised by you.
An AI agent that tracks every loan to settlement.
Clients and conveyancers updated at every step.
An AI agent that follows up every new enquiry.
Every enquiry answered quickly and a meeting booked.
