One platform to keep operations moving 24/7.

Kastle’s specialized AI Agents are built for regulated work, plug into your systems, and are trained to grow with your team.

AVERY · SERVICING

MORTGAGE

File reviewed

REVIEW COMPLETE

AUTO

Lead qualified

READY FOR FOLLOW-UP

HOME EQUITY

Workout option ranked

SENT TO UNDERWRITING

COMMERCIAL LENDING

Review prepared

QUEUED FOR REVIEW

DEPOSIT OPERATIONS

Call summarized

RECORD UPDATED

CARDS

ACTIVITY RECORDED

Payment follow-up

Due date

Tomorrow

Reminder

Sent

Activity

Saved

Reminder sent

AVERY · SERVICING

MORTGAGE

File reviewed

REVIEW COMPLETE

AUTO

Lead qualified

READY FOR FOLLOW-UP

HOME EQUITY

Workout option ranked

SENT TO UNDERWRITING

COMMERCIAL LENDING

Review prepared

QUEUED FOR REVIEW

DEPOSIT OPERATIONS

Call summarized

RECORD UPDATED

CARDS

ACTIVITY RECORDED

Payment follow-up

Due date

Tomorrow

Reminder

Sent

Activity

Saved

Reminder sent

AVERY · SERVICING

MORTGAGE

File reviewed

REVIEW COMPLETE

AUTO

Lead qualified

READY FOR FOLLOW-UP

HOME EQUITY

Workout option ranked

SENT TO UNDERWRITING

COMMERCIAL LENDING

Review prepared

QUEUED FOR REVIEW

DEPOSIT OPERATIONS

Call summarized

RECORD UPDATED

CARDS

ACTIVITY RECORDED

Payment follow-up

Due date

Tomorrow

Reminder

Sent

Activity

Saved

Reminder sent

AVERY

CARDS

ACTIVITY RECORDED

Payment follow-up

Due date

Tomorrow

Reminder

Sent

Activity

Saved

Reminder sent

Trusted by leading financial institutions.

Every stage of the customer journey covered.

From First Inquiry to Final Payment. Kastle's AI agents resolve work end-to-end, freeing up your staff to focus on cases that need them

Every stage of the customer journey covered.

From First Inquiry to Final Payment. Kastle's AI agents resolve work end-to-end, freeing up your staff to focus on cases that need them

/01

Originations

Grow loans and deposits with an AI loan officer that identifies retention opportunities, qualifies new leads, and completes applications 24/7.

Fulfillment

Verifies documents, fulfills conditions, and automates data procurement to clear to close.

/02

/03

Servicing and Collections

Increase self-service and reduce delinquencies with AI Agents that handle payments, escrow, chargebacks, payoffs, collections, loss mitigation, and claims.

/01

Originations

Grow loans and deposits with an AI loan officer that identifies retention opportunities, qualifies new leads, and completes applications 24/7.

Fulfillment

Verifies documents, fulfills conditions, and automates data procurement to clear to close.

/02

/03

Servicing and Collections

Increase self-service and reduce delinquencies with AI Agents that handle payments, escrow, chargebacks, payoffs, collections, loss mitigation, and claims.

Five agents. Five distinct jobs.

Each one built for a specific role, with KastleOS passing the context along when a file moves between them.

Five agents. Five distinct jobs.

Each one built for a specific role, with KastleOS passing the context along when a file moves between them.

Alex
Patricia
Avery
Leslie
Sage

Originations and Deposits

Engages customers on lending and deposit opportunities, pre-qualifies leads, and captures applications 24/7.

Alex

Originations and Deposits

Engages customers on lending and deposit opportunities, pre-qualifies leads, and captures applications 24/7.

Patricia

Processing and Fulfillment

Automates manual QC checks, verifies income and employment, and follows up on missing conditions to prepare files for underwriting.

Avery

Customer Service and Collections

Resolves account questions, processes payments, manages escrow and payoffs, and proactively services customers and manages delinquencies.

Leslie

Hardship Assistance and Loss Mitigation

Collects financials, evaluates relief options, and manages agreements and follow-up.

Sage

Agent Assist and Quality Assurance

Guides your staff live during calls, automates post-call work, and scores every call for quality and compliance.

Kastle works inside the systems you already use.

No switching or starting over. Your team keeps working in the same tools, your systems stay current on their own, and the agents come in already knowing the work.

Kastle works inside the systems you already use.

No switching or starting over. Your team keeps working in the same tools, your systems stay current on their own, and the agents come in already knowing the work.

02 / AI Agent

A Kastle agent picks up the task with full context from that system, ready to work.

02 / AI Agent

A Kastle agent picks up the task with full context from that system, ready to work.

02 / AI Agent

A Kastle agent picks up the task with full context from that system, ready to work.

Compliance engine purpose-built for regulated finance.

Kastle’s Agents operate under the same compliance framework your operations are tested and audited for. The agent understands what a customer or file needs, then follows an approved Safe Execution Procedure to take action. An agent either completes the task correctly or escalates it to a human team member.

/01

Call

FDCPA

TILA

UDAAP

RESPA

TCPA

GSE

Pre-trained on FDCPA, TILA, UDAAP, RESPA, TCPA, and GSE guidelines

Each agent ships with the federal rules for its stage of the loan built in. Before it calls, quotes, asks, or explains, it checks the rule that applies.

/02

AUDIT LOG

LIVE

Call

100

Call

Upload

100

Text

Every interaction monitored, logged, scored, and auditable

Every call, text, and upload is transcribed, scored, and stored as it happens. When an examiner asks, the record already exists, with no sampling and no rebuilding after the fact.

/03

01

Third party

02

Bankruptcy

03

Human ID only

DEPLOYED

Tested against edge cases before deployment

Before an agent speaks to a borrower, it runs the cases a script never covers. Anything it gets wrong is fixed and re-run until every case passes, and anything outside its lane goes to a person.

/01

Call

FDCPA

TILA

UDAAP

RESPA

TCPA

GSE

Pre-trained on FDCPA, TILA, UDAAP, RESPA, TCPA, and GSE guidelines

Each agent ships with the federal rules for its stage of the loan built in. Before it calls, quotes, asks, or explains, it checks the rule that applies.

/02

AUDIT LOG

LIVE

Call

100

Call

Upload

100

Text

Every interaction monitored, logged, scored, and auditable

Every call, text, and upload is transcribed, scored, and stored as it happens. When an examiner asks, the record already exists, with no sampling and no rebuilding after the fact.

/03

01

Third party

02

Bankruptcy

03

Human ID only

DEPLOYED

Tested against edge cases before deployment

Before an agent speaks to a borrower, it runs the cases a script never covers. Anything it gets wrong is fixed and re-run until every case passes, and anything outside its lane goes to a person.

Supported by a team that understands your operations inside and out.

We give you a dedicated engineer and a shared channel with the people who build the agents, and stay involved as your workflows change and scale.

Supported by a team that understands your operations inside and out.

We give you a dedicated engineer and a shared channel with the people who build the agents, and stay involved as your workflows change and scale.

Kastle raises $24M in Series A funding

Led by Insight Partners, this investment will help us build the AI workforce for banking operations. We’re expanding our platform and bringing specialized AI agents to more banks and lenders, working across the systems they already use.

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Kastle raises $24M in Series A funding

Correctness-first automation, at scale.

Discover what Kastle can do for you.

Correctness-first automation, at scale.

Discover what Kastle can do for you.

Correctness-first automation, at scale.

Discover what Kastle can do for you.

Correctness-first automation, at scale.

Discover what Kastle can do for you.