Enterprise-Grade AI for Loan Modification Services

The Agentic AI Platform for Loan Modification Services

The Agentic AI Platform for Loan Modification Services

StackAI helps loan modification teams automate intake and document review, extract key borrower and loan terms with OCR, and generate consistent, auditable summaries and exception memos—so you can move faster while maintaining policy control.

Give investors and managers instant insights

Instantly check policy terms and confirm eligibility

Summarize internal repositories and generate memos

Trusted by

Lifemd
Allworth financial
bae systems
exeter
NU bank
Raiffeisen bank international
IBM
YMCA
City of Santa Monica
Granite
Alliad
goodwill
smartasset
EarthLink
DDC
MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT
  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Agentic AI for Faster, Compliant Loan Modifications

StackAI helps servicing and loss-mitigation teams accelerate loan modification reviews by extracting key terms from borrower packages, running consistent pass/fail checks against internal policy, and generating exception-ready summaries—so decisions move faster while staying governed and auditable.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Policy-checked modification reviews, exception memos, and term sheets
Policy-checked modification reviews, exception memos, and term sheets

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

  • Lifemd
  • Allworth financial
  • bae systems
  • exeter
  • NU bank
  • Raiffeisen bank international
  • IBM
  • goodwill
  • YMCA
  • City of Santa Monica
  • Granite
  • Alliad
  • smartasset
  • EarthLink
  • DDC
  • MIT

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

Case Studies

Trusted by Banks, Lenders, and Servicers Automating Loan Workflows

From banks and private lenders to mortgage servicers, teams rely on StackAI to automate loan modification intake and document review, standardize decisions, and speed resolutions with compliant AI agents—at scale.

Case Studies

Trusted by Banks, Lenders, and Servicers Automating Loan Workflows

From banks and private lenders to mortgage servicers, teams rely on StackAI to automate loan modification intake and document review, standardize decisions, and speed resolutions with compliant AI agents—at scale.

Banks, lenders, and servicers use StackAI to automate end-to-end loan workflows—from document intake and borrower communications to review and servicing actions—so teams can move faster with fewer manual handoffs. The result is quicker turnaround times, more consistent decisions, and scalable operations during peak modification volume.

Workflows used

Loan workflow automation
Deal prep time reduction
Secure data processing controls
low-angle photography of building

How a National Private Lender Cut Deal Prep Time by 70% With AI Agents

Use Cases Collection

10+ AI Agents Transforming Banking

Explore 10+ real-world AI agent use cases helping banking teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Banking

Explore 10+ real-world AI agent use cases helping banking teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Platform

Build AI Agents for Loan Modification Services

Automate intake, document review, hardship analysis, and lender-ready package creation with secure AI agents that extract data from borrower files, validate eligibility, and keep your team in the loop.

Platform

Build AI Agents for Loan Modification Services

Automate intake, document review, hardship analysis, and lender-ready package creation with secure AI agents that extract data from borrower files, validate eligibility, and keep your team in the loop.

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

  • Dale Ward

    Chief AI and innovation officer

    “The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

  • Marcela Deitrich

    SVP of Operations and Customer Service

    “StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

  • Fabien Cros

    Chief data and ai officer

    “We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

  • Stefan Galluppi

    Chief information officer

    “We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

  • Brian Hayt

    Senior Director of Innovation Platforms

    “StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

  • Doug Williams

    gen ai lead

    “StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

  • Dale Ward

    Chief AI and innovation officer

    “The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

  • Marcela Deitrich

    SVP of Operations and Customer Service

    “StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

  • Fabien Cros

    Chief data and ai officer

    “We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

  • Stefan Galluppi

    Chief information officer

    “We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

  • Brian Hayt

    Senior Director of Innovation Platforms

    “StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

  • Doug Williams

    gen ai lead

    “StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

  • Dale Ward

    Chief AI and innovation officer

    “The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

  • Marcela Deitrich

    SVP of Operations and Customer Service

    “StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

  • Fabien Cros

    Chief data and ai officer

    “We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

  • Stefan Galluppi

    Chief information officer

    “We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

  • Brian Hayt

    Senior Director of Innovation Platforms

    “StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

  • Doug Williams

    gen ai lead

    “StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

  • Dale Ward

    Chief AI and innovation officer

    “The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

  • Marcela Deitrich

    SVP of Operations and Customer Service

    “StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

  • Fabien Cros

    Chief data and ai officer

    “We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

  • Stefan Galluppi

    Chief information officer

    “We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

  • Brian Hayt

    Senior Director of Innovation Platforms

    “StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

  • Doug Williams

    gen ai lead

    “StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

  • Dale Ward

    Chief AI and innovation officer

    “The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

  • Marcela Deitrich

    SVP of Operations and Customer Service

    “StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

  • Fabien Cros

    Chief data and ai officer

    “We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

  • Stefan Galluppi

    Chief information officer

    “We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

  • Brian Hayt

    Senior Director of Innovation Platforms

    “StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

  • Doug Williams

    gen ai lead

    “StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

  • Dale Ward

    Chief AI and innovation officer

    “The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

  • Marcela Deitrich

    SVP of Operations and Customer Service

    “StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

  • Fabien Cros

    Chief data and ai officer

    “We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

  • Stefan Galluppi

    Chief information officer

    “We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

  • Brian Hayt

    Senior Director of Innovation Platforms

    “StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

  • Doug Williams

    gen ai lead

    “StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

  • Dale Ward

    Chief AI and innovation officer

    “The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

  • Marcela Deitrich

    SVP of Operations and Customer Service

    “StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

  • Fabien Cros

    Chief data and ai officer

    “We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

  • Stefan Galluppi

    Chief information officer

    “We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

  • Brian Hayt

    Senior Director of Innovation Platforms

    “StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

  • Doug Williams

    gen ai lead

    “StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

Get started

Let’s Build AI Agents for Loan Modification Services, Together

Book a demo to see how AI agents can help loan modification teams review borrower documents, verify eligibility, and generate accurate modification packages faster and with fewer manual steps.

Get started

Let’s Build AI Agents for Loan Modification Services, Together

Book a demo to see how AI agents can help loan modification teams review borrower documents, verify eligibility, and generate accurate modification packages faster and with fewer manual steps.

Get started

Let’s Build AI Agents for Loan Modification Services, Together

Book a demo to see how AI agents can help loan modification teams review borrower documents, verify eligibility, and generate accurate modification packages faster and with fewer manual steps.