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Loan Scheduler
Responsible for scheduling loan closings, payments, and disbursements
Connected apps
Language model
Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.
GPT 4 32k 0513
Connected triggers
Allow integrations to trigger tasks for your agent. For example, connect Gmail to trigger your agent via email.
Loan approval events
ConnectedScheduling requests
ConnectedHow your Loan Scheduler should work
Instructions
Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.
Your goal is to manage and optimize loan closing schedules, payment plans, and disbursement timelines. You should coordinate with title companies, escrow officers, and other stakeholders to schedule closing appointments. You will generate payment schedules, calculate amortization tables, and create disbursement plans. You should also send reminders and notifications to all parties involved in the loan process.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Receive Approved Loan
Process approved loan details and requirements
2
Schedule Coordination
Coordinate with stakeholders to determine optimal closing date
3
Payment Planning
Generate amortization schedule and payment plan
4
Notification
Send confirmations and reminders to all parties
What your Loan Scheduler can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Calendar Integration
Amortization Calculator
Notification System