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AI Agents for Mortgage & Lending

AI agents for mortgage brokers, loan officers and lenders that follow up with borrowers, collect documents, pre-qualify applicants and take servicing calls.

Agents listed
10
Last fact-check
Nov 3, 2026
For AI tool makersFeature Your AI Tool Here, Above Every Listing BelowEveryone scrolling this page is choosing a Mortgage & Lending tool. Make yours the first one they see.
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    Type
    Your agent type
    Channels
    Where your agent works
    Works with
    Your top integrations
    Best for
    The buyers your tool serves best

  • Betsy by Better

    Answers mortgage borrower calls, checks eligibility, quotes pricing and locks rates by phone, running on Better’s Tinman loan platform.

    Type
    Voice AI loan agent on a mortgage origination platform
    Channels
    Voice (inbound and outbound)
    Works with
    Tinman AI platform (pricing, eligibility, documents), ElevenLabs Agents voice layer, Tinman APIs
    Company
    Better Home & Finance Holding Company (NASDAQ: BETR)
    Best for
    Consumer-direct and retail mortgage lenders willing to run origination on Better's Tinman platform and add a branded voice agent for borrower calls.

  • Built Draw Agent

    Reviews construction loan draw requests against lender policies, flags risks and approves and funds routine draws, with staff handling exceptions.

    Type
    Construction loan draw review and funding agent for lenders
    Channels
    Built web platform for lenders, contractor and borrower portal, APIs
    Works with
    Built construction loan administration platform and APIs, Sage, Yardi, Procore, third-party inspections
    Company
    Built Technologies
    Best for
    Banks, credit unions, Farm Credit lenders and private lenders that fund construction loans in draws and already use, or will move to,…

  • Casca

    Automates business loan origination for banks, from 24/7 applicant follow-up and document review to KYB checks and credit analysis.

    Type
    AI loan origination agent for business, commercial, SBA and USDA…
    Channels
    Online application, applicant portal, AI Loan Assistant messaging
    Works with
    SBA E-Tran, credit bureaus, document verification providers, core banking systems, 30+ native data provider integrations; runs on AWS
    Company
    Casca (Cascading AI, Inc.) · San Francisco, California, USA
    Best for
    Banks and non-bank lenders making small business, SBA 7(a) and commercial loans that want applications, document collection, KYB and credit analysis automated.

  • Kastle

    Answers mortgage borrower calls, processes payments, runs collections workflows and updates servicing systems under lender-defined procedures.

    Type
    Voice and servicing AI agents for lenders
    Channels
    Voice (inbound and outbound borrower calls)
    Works with
    ICE MSP servicing system, lenders' legacy core systems
    Company
    Kastle · San Francisco, California, United States · founded 2024
    Best for
    Mortgage servicers, banks and large lenders that want AI agents to handle borrower calls, payments and early collections inside systems such as…

  • nCino Digital Partners

    Role-based AI agents inside nCino that analyze credit risk, monitor loans daily, process documents and surface cross-sell chances for bank staff.

    Type
    Role-based AI agents for bank lending and operations staff, plus…
    Channels
    Conversational interface (Banking Advisor) inside the nCino platform; client agent…
    Works with
    nCino platform (commercial, consumer and mortgage lending), Banking Advisor, Operations Analytics, nCino Integration Gateway
    Company
    nCino · Wilmington, North Carolina, US
    Best for
    Banks, credit unions and mortgage lenders already running lending on nCino that want AI help with credit analysis, loan processing, portfolio monitoring…

  • Salient

    Voice agents that run loan servicing and collections calls for lenders, taking payments, quoting payoffs and scheduling promises to pay.

    Type
    Voice AI agents for loan servicing and collections
    Channels
    Phone calls, inbound and outbound
    Works with
    Loan servicing and loan management software, loan origination systems, contact center software, payment processors
    Company
    Salient
    Best for
    Auto lenders, consumer lenders, banks and credit unions with high volumes of borrower calls for payments, collections and account questions.

  • Sei AI

    Answers borrower calls, books loan officer appointments, takes servicing payments and runs compliant early collections outreach for mortgage lenders.

    Type
    Voice and back-office AI agents for mortgage lenders and servicers
    Channels
    Voice, chat, email, text
    Works with
    ICE Encompass, Calyx, MeridianLink, Genesys, RingCentral
    Company
    Sei AI · New York, New York, United States · founded 2025
    Best for
    Mortgage lenders and servicers on Encompass, Calyx or MeridianLink that want voice agents across sales and servicing plus document and QC automation…

  • Structurely (21X)

    AI inside sales agent, now named 21X, that texts, emails and calls real estate and mortgage leads and books appointments.

    Type
    AI inside sales agent (ISA) for text, email and voice
    Channels
    SMS, Email, Voice calls
    Works with
    Follow Up Boss, BoomTown, Salesforce, HubSpot, GoHighLevel
    Company
    21X (formerly Structurely), a CapStone Holdings company · Ames, Iowa, USA ·…
    Best for
    Real estate and mortgage teams with steady online lead volume that want a done-for-you AI ISA across text, email and phone.

  • Total Expert AI Sales Assistant

    Calls mortgage leads and past borrowers on intent signals, qualifies them, books loan officer appointments and logs follow-ups in the CRM.

    Type
    Voice AI sales agent inside a lending CRM
    Channels
    Voice, email, SMS
    Works with
    Total Expert CRM, Customer IQ, Journeys
    Company
    Total Expert Inc. · Minneapolis, Minnesota, United States
    Best for
    Mortgage lenders, banks and credit unions using or adopting Total Expert that want AI calls to work their database, qualify borrowers and…

  • Uptiq

    Pre-built AI agents for banks and lenders that draft credit memos, monitor covenants, summarize loan documents and automate back-office work.

    Type
    Industry-specific AI agents and agent-building platform for banking, lending and…
    Channels
    Web application, banker and advisor co-pilots inside digital banking and…
    Works with
    Alkami, Q2, Orion, Broadridge, 100+ data sources across banking
    Company
    Uptiq · Dallas, Texas, US
    Best for
    Community banks, credit unions and non-bank lenders that want AI to draft credit memos, monitor covenants, summarize loan documents and support bankers,…

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