Stop Wasting Hours Chasing References
Instantly verify credit and personal references with an on-demand AI agent built for Loan Processors.
Manually contacting credit bureaus, employers, and references eats up your day. Endless calls, emails, and follow-ups delay approvals and drain your focus.
The hidden cost
What this is really costing you
Verifying applicants’ credit and personal references means juggling calls, emails, and tracking responses from multiple sources. Every delay slows loan approvals and frustrates clients. You’re stuck waiting on answers instead of moving files forward.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Manual checks slow down loan processing, increase errors, and risk losing clients to faster competitors.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Credit Bureau Verification
You ask your agent to request and collect a credit report from all three major bureaus for a new applicant.
Employer Reference Check
You ask your agent to contact an applicant’s employer for verification and organize the response for your records.
Personal Reference Follow-Up
You ask your agent to send a follow-up email to an unresponsive personal reference and track the reply.
Summary Preparation for Underwriting
You ask your agent to compile all gathered references and credit checks into a single summary for underwriting review.
How to hire your agent
Connect your tools
Link your existing loan tracking, document management, and underwriting software to centralize applicant data.
Tell your agent what you need
Type: “Collect credit reports and employer references for John Smith’s loan application.”
Agent gets it done
The agent sends requests, tracks responses, and delivers an organized summary with flagged issues.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Automated Reference Requests
Drafts and sends professional, customizable requests to credit bureaus, employers, and personal references.
Status Tracking & Reminders
Keeps tabs on outstanding requests and reminds you when follow-up is needed.
Organized Response Collection
Gathers and organizes incoming reference and credit responses for each applicant.
Summary Reporting
Compiles all collected data into a clear, ready-to-review summary for your loan file.
Error Flagging
Highlights missing or inconsistent information for your review before submission.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
Free to join. No credit card required.