AI Agent

Loan Processing AI Agent

The Loan Processing AI Agent accelerates applications from intake to decision. It collects documents, verifies information, and prepares files for underwriting in hours.

75%

Processing Speed

40%

Cost Reduction

90%

First-Pass Completion

Workflows

Making Data Work for You

This AI agent pulls data from multiple sources, standardizes and cleans it, and uploads it to designated systems. It ensures that data is ready for analysis, reporting, or storage, with minimal manual intervention.

Self-Learning Agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% Accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart Model Switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Self-Learning Agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% Accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart Model Switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Integrations

Connects to Lending Systems

Direct integration with Encompass, LoanPro, and Blend for origination. Credit bureau connections to Equifax, Experian, and TransUnion. Income verification through Plaid, Argyle, and The Work Number.

Multi-Agent

Part of Complete Lending Automation

Works with Document Collection, Underwriting Support, and Closing agents. Applications flow through processing, decisions trigger next steps, and closings schedule automatically.

Other Agents in

Financial Services & Banking