Specialized AI Agents for every part of regulated finance.

Five agents, each trained deeply on a business function to reliably deliver consistent outcomes. Together the agents orchestrate work and keep your operations moving across the front, middle, and back office.

Start with the role you need covered.

Find the agent built to add capacity where you need it most.

Alex

Originations and Deposits

Originations and Deposits

Alex

Proactively grows deposits and loan volumes.

Engages new and existing customers on lending and deposit opportunities, pre-qualifies leads, and captures applications around the clock. Follows up on incomplete applications and missing paperwork so your team can pick up with the details already in hand.

Handles lead qualification, application capture, retention outreach, after-hours inquiries, and follow-up on documents and signatures.

Patricia

Processing and Fulfillment

Processing and Fulfillment

Patricia

Keeps loan processing moving.

Collects documents, extracts data, and completes quality checks as files come in. Verifies income and employment, flags discrepancies, and follows up on outstanding requirements to prepare files for underwriting.

Handles document collection and review, income and employment verification, file preparation, pre-close checks, and closing coordination.

Avery

Customer Service and Collections

Customer Service and Collections

Avery

Delivers exceptional service from onboarding to collections.

Takes care of high volume communications across voice, text, email, chat, and app channels. Completes approved transactions end to end instead of passing them to a queue.

Handles payments and inquiries, escrow and loan accounts, collections, and general servicing like payoffs and disputes.

Leslie

Hardship Assistance and Loss Mitigation

Hardship Assistance and Loss Mitigation

Leslie

Handles loss mitigation.

Collects the financials and hardship documents after Avery makes contact, then ranks the workout options against investor guidelines and carries the file through to underwriting.

Handles hardship intake, waterfall decisioning, agreement and document processing, and performance monitoring on trial and permanent modifications.

Sage

Agent Assist and Quality Assurance

Agent Assist and Quality Assurance

Sage

Serves as a copilot during and after calls.

Transcribes and translates live conversations, surfaces answers, and prompts staff on next steps. After the call, Sage writes the summary, updates the record, and scores the interaction for quality and compliance.

Handles live guidance, translation, transcription, call summaries, automated quality reviews, and compliance scoring.

Alex

Originations and Deposits

Originations and Deposits

Alex

Proactively grows deposits and loan volumes.

Engages new and existing customers on lending and deposit opportunities, pre-qualifies leads, and captures applications around the clock. Follows up on incomplete applications and missing paperwork so your team can pick up with the details already in hand.

Handles lead qualification, application capture, retention outreach, after-hours inquiries, and follow-up on documents and signatures.

Patricia

Processing and Fulfillment

Processing and Fulfillment

Patricia

Keeps loan processing moving.

Collects documents, extracts data, and completes quality checks as files come in. Verifies income and employment, flags discrepancies, and follows up on outstanding requirements to prepare files for underwriting.

Handles document collection and review, income and employment verification, file preparation, pre-close checks, and closing coordination.

Avery

Customer Service and Collections

Customer Service and Collections

Avery

Delivers exceptional service from onboarding to collections.

Takes care of high volume communications across voice, text, email, chat, and app channels. Completes approved transactions end to end instead of passing them to a queue.

Handles payments and inquiries, escrow and loan accounts, collections, and general servicing like payoffs and disputes.

Leslie

Hardship Assistance and Loss Mitigation

Hardship Assistance and Loss Mitigation

Leslie

Handles loss mitigation.

Collects the financials and hardship documents after Avery makes contact, then ranks the workout options against investor guidelines and carries the file through to underwriting.

Handles hardship intake, waterfall decisioning, agreement and document processing, and performance monitoring on trial and permanent modifications.

Sage

Agent Assist and Quality Assurance

Agent Assist and Quality Assurance

Sage

Serves as a copilot during and after calls.

Transcribes and translates live conversations, surfaces answers, and prompts staff on next steps. After the call, Sage writes the summary, updates the record, and scores the interaction for quality and compliance.

Handles live guidance, translation, transcription, call summaries, automated quality reviews, and compliance scoring.

Build and run AI Agents for regulated finance.

Work moves from one agent to the next without anyone reintroducing the file. KastleOS powers every Kastle agent and lets you build your own. Configure workflows, connect your systems, test for compliance, and continuously improve. Safe Execution Procedures ensure correctness-first automation at scale.

Find the first agent for your operation.

Start with the workload that hurts most, then expand from there.

Find the first agent for your operation.

Start with the workload that hurts most, then expand from there.

Find the first agent for your operation.

Start with the workload that hurts most, then expand from there.

Find the first agent for your operation.

Start with the workload that hurts most, then expand from there.