A look ahead
Agentic loan management, on the platform you already run
FUNDINGO originates, underwrites, and services loans on Salesforce today. Agents that help with that work are what we are building next. They are not a catalog you can switch on.
The work agents are for
This is the direction. These agents are not in the product today.
Underwriting review
An agent that reads the file, the checks, and the flags, and prepares the case for a person to decide.
Servicing follow-up
An agent that notices a missing document, a failed payment, or a past-due loan, and starts the follow-up.
Portfolio watch
An agent that surfaces maturities, exceptions, and loans that need a person, before they become a surprise.
What you can see now
The loan record is already one system, from application through servicing.