Put an AI agent to work in Loan Origination System

What the agent can do

• Credit Officer: Find assigned draft instructions, check whether the counterparty and provider account are active, and assemble the evidence a reviewer needs.
• Independent Credit Approver: Summarize the submitted revision, account scope and attached support before the approver records a decision.
• Auditor: Follow an instruction from its owner and reviewer to the provider event, matched movement and operation receipt.
• App Administrator: Locate inactive memberships or counterparties that need an owner to review before use.

What stays with a person

• Proto can point out missing context and prepare a review, but the Independent Credit Approver makes the decision under their own identity.
• Provider settlement requires verified source evidence.
• A pending or uncertain operation needs its existing receipt and effect references checked before another provider action.
• Keep these decisions visible to the person responsible for the case.

Proto can point out missing context and prepare a review, but the Independent Credit Approver makes the decision under their own identity. Provider settlement requires verified source evidence. A pending or uncertain operation needs its existing receipt and effect references checked before another provider action. Keep these decisions visible to the person responsible for the case.

Usage depends on the work Proto performs and the connected systems involved; review the plan with your team during setup.