Meet Sam!
The AI co-pilot ready to join your mortgage ops team
Hire Sam:
Your New Digital Employee
Sam is more than software, she’s your trusted employee, ready to tackle any complex task you’d assign your human team – but with the ability to scale instantly as your business grows. Sam is the secret sauce to high performing mortgage ops teams who want to 5x their productivity and reduce their cost-per-loan. Sam seamlessly integrates into your team, empowering them to achieve new levels of productivity and operational excellence.
Data Orchestration Agent
Appraisal Coordination Agent
Collateral Review Agent
Audit Agent
Closing Agent
Compliance Agent
Data Orchestration Agent
Appraisal Coordination Agent
Collateral Review Agent
Audit Agent
Closing Agent
Compliance Agent
Data Orchestration Agent
Appraisal Coordination Agent
Escrow Agent
Foreclosure Agent
Loan Officer Assistant Agent
Loss Mitigation Agent
Onboarding Agent
Post Closing Agent
Escrow Agent
Foreclosure Agent
Loan Officer Assistant Agent
Loss Mitigation Agent
Onboarding Agent
Post Closing Agent
Escrow Agent
Foreclosure Agent
Processing Agent
REO Agent
Servicing Agent
Underwriting Agent
Trailing Documents Agent
Custodial Agent
Processing Agent
REO Agent
Servicing Agent
Underwriting Agent
Trailing Documents Agent
Custodial Agent
Processing Agent
REO Agent
Sam’s Professional Summary
Sam is an intelligent, adaptable co-worker designed for the complexities of modern mortgage operations. With specialized expertise, Sam excels in resolving discrepancies, ensuring compliance, and managing workflows with precision. Seamlessly integrating into your organization, Sam delivers reliable results that empower your team to achieve strategic goals and drive success.
Enabled other team members
to increase productivity by up to 6x.
Achieved a 99.2% accuracy
rate for all assigned tasks –
the highest on the team.
Worked 24/7, 365
Reduced operational costs by up to
60% across multiple workflows.
Improved data accuracy by 90%,
reducing risk and ensuring compliance.
High-quality vendor selection,
ensuring reliability and reducing
the need for rework.
Sam’s Key Responsibilities
Sam’s role-specific training and expertise makes her an invaluable
member of your team. Her key responsibilities include:
Executing complex workflows that require advanced reasoning.
Monitoring and ensuring compliance with operational, industry and regulatory guidelines.
Extracting, interpreting, and validating structured and unstructured data.
Delivering actionable insights to drive team productivity and better decision-making.
Identifying and resolving discrepancies in real-time.
Collaborating with stakeholders.
With Sam handling these critical responsibilities, your team is free to
focus on collaboration, strategy, and delivering exceptional outcomes.
Core Competencies
Sam brings a robust set of competencies to every role she fills:
Advanced Contextual Reasoning
Understands complex scenarios and makes context aware decisions.
Document and Data Validation
Search, retrieve, extract, interpret and verify data and document accuracy.
Workflow Augmentation
Augments manual tasks in existing workflows, to reduce manual intervention.
Real-Time
Insights
Provides actionable intelligence to team members to optimize operations.
Collaboration
Interacts with stakeholders, to ensure consistent and timely communication resulting in reduced turn times.
Hiring Sam is as
seamless as onboarding
a new human team member.
01
Interview
Discover how Sam’s unique expertise and capabilities align with your team’s needs and goals.
02
Evaluate
Explore Sam’s proven ability to execute complex tasks, resolve discrepancies, and deliver consistent results.
03
Hire
Seamlessly integrate Sam into your operations, ready to take on critical roles from day one.
04
Train
Sam learns and adapts effortlessly, requiring no downtime to start driving value for your business.
Sam prioritizes
data security, compliance,
and transparency.
She adheres to the same security protocols and access controls as your team, ensuring data privacy and regulatory alignment. Every action Sam takes is auditable, providing complete transparency and peace of mind.
Ready to
Revolutionize
Your Operations?
Sam is the AI-driven co-worker you’ve been waiting for. Scale your team, improve efficiency, and achieve better outcomes without adding headcount. Take the next step toward transforming your operations today.