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White paper · Agency

From Maker to Checker: how AI-led automation is redefining the loan agency function

Automation can now prepare most agency work, from set-up and calculations to notices and covenants, while agency professionals review, approve and handle exceptions.

What it covers

• Machine as maker, human as checker
• Eight agency workflows, from closing to secondary transfers
• Independent recalculation of every amount that moves money
• Governance and controls for AI in agency