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AI Agents

Purpose-built agents for each stage of mortgage origination. Each agent runs on Confer's MCP platform with deterministic rules where regulators expect them.

Processing Agent

Document intake, classification, and data extraction

Underwriting Agent

Income, assets, and guideline decision support

Compliance Agent

QM/ATR, TRID, and audit-ready checks

Closing Agent

CD/LE reconciliation and closing prep

Post-Closing Agent

Trailing docs, QC, and investor delivery

Sales Agent

Lead qualification and LO workflow support

Voice Agent

Borrower self-service by phone and web

Worker Agent

Repetitive ops tasks with institutional memory

Autonomous Mortgage Bank

End-to-end agent orchestration vision

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Confer Inc.

AI-native mortgage loan origination system. 8 specialized AI agents, deterministic Fannie Mae 1084 income calculation, and 180+ Encompass field integrations.

Solutions

  • Confer LOS
  • Income Calculator
  • Compliance Engine
  • Document AI
  • Voice AI
  • MCP Platform

Our AI Agents

  • Sales Agent
  • Processing Agent
  • Underwriting Agent
  • Closing Agent
  • Post-Closing Agent
  • Voice Agent
  • Worker Agent

Company

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Contact Us

  • 7540 TX-121 Suite 200, McKinney, TX 75070
  • (469) 945-7357
  • info@confersolutions.ai

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