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AI agents for financial services

Loan files complete. Reconciliations done daily.

For lenders, funds and administrators: loan files, KYC, capital calls and reconciliations, shaped to your policies and your systems.

  • 26 agents
  • $12,500 fixed, each
  • Live in 3 to 6 weeks
Let’s build your agent See all 26
A week for financial services: five jobs, each handled by its agent. Loan conditions tracker (Loan 24-1175 · Bayline) waits for the underwriter.
25% Faster case throughput.For a settlement administrator, with claims, treasury and tax on one system. Read the case study
Watch one work

Watch a loan file’s conditions tracked. The underwriter only sees the one that doesn’t clear.

It reads the conditions on the loan file, matches each document that comes in to the condition it answers, checks it says what the condition asks for, and chases the borrower or broker for anything missing. Anything that doesn’t match waits for the underwriter.

The loan conditions tracker workflow. In comes Loan 24-1175 · Bayline Holdings. The agent works through: reads the conditions on the file, then matches each new document to one, then checks it against the condition’s wording. When everything checks out, it ends at: filed to the condition, ready to clear. When the appraised value check flags “Value short”, it goes to the underwriter, who is asked: Appraisal is $1.85M against $1.87M needed. Clear the value condition?

This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.

10 hoursa week backExample: a lending team closing 40 loans a month See what’s included
The agents

26 agents for lenders, funds and administrators. Conditions, reconciliations, evidence and filings first.

Every agent here is already built, and each one has a full page. Bring the one you want to a call.

Built for financial services

Built for your examiners, not around them.

  • Every figure traces to the record

    Reports and reconciliations link each number back to the ledger or the source document.

  • Approvals stay with your people

    Anything your policies say a person signs off still waits for that person.

  • An audit trail by default

    Every step is logged with what it read, what it did and who approved it.

Questions

What people ask.

Will this hold up with our examiners?
Every decision is logged with what it read, who approved it and when a rule changed, and the test on your own past work is on file.
Where does our data live?
In your systems and your cloud. Agents read only what each job needs.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
Can we start with more than one?
Yes. Three agents share most of the setup, so together they’re $30,000 instead of $37,500. Not sure which three? An AI Jumpstart maps it with you.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Where does the back office slow the deal?

Tell us, and we’ll show you an agent working the same kind of file.

Let’s build your agentBrowse all agents
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
See the service
Switchboard Agents$12,500 fixed · live in 3 to 6 weeks How it works Let’s build your agent