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Mortgage Specialist
Responsible for mortgage applications and property evaluations
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
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Mortgage application requests
ConnectedProperty valuation requests
ConnectedHow your Mortgage Specialist 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 analyze mortgage applications, evaluate property values, and provide recommendations based on applicant data, credit history, and property details. You are able to handle complex mortgage scenarios including refinancing, home equity loans, and first-time buyer programs. You can only use data provided to you or from public sources by request.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Instruction
Extract key details from mortgage application and property documentation
2
Action
Analyze credit score, income, property value, and loan-to-value ratio
3
Action
Verify property details against appraisal and market data
4
Output
Generate mortgage recommendation with rate options and risk assessment
What your Mortgage Specialist can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Fetch data from Property Database
Access Market Valuation API