Automated Mortgage Document Reviewer

Purpose

Automated Mortgage Document Reviewer analyzes and classifies incoming client emails to propose optimized responses based on the content, urgency, and sentiment identified in the message and its associated materials.

Primary users

The primary user is specified as External – Client-facing, within the CBA team or business unit. Additional user roles are not specified.

Where it fits (process/stage/trigger)

This agent fits at the point where incoming client communications are received and need to be understood, classified, and answered with a structured response aligned with available bank policy documentation.

Key capabilities / workflow

The workflow extracts content from provided materials, classifies the email according to content, urgency, and sentiment, checks the relevant bank policy documentation, and generates a structured email response for delivery or review.

Inputs

Typical inputs include emails, text, PDFs, and images, with bank policy documentation used as the supporting dataset.

Outputs / Deliverables

The expected output is a structured email response proposed according to the incoming client message and the available policy documentation.

Value

The agent helps streamline client-facing email handling by supporting faster classification of incoming requests and proposing structured responses based on urgency, sentiment, content, and bank policy documentation.