AI Agents for Lending

Autonomous agents for banks, building societies, mortgage servicers, specialist lenders, and asset finance. Payment arrangements, account queries, arrears - handled without humans.

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Agentic AI Specialist | AWS Advanced Partner | Amazon Connect Delivery Partner | Multi-Agent Architecture

Ready for Lending

Production Ready
Fully Autonomous
FCA, Consumer Duty Compliance
GDPR Compliant

Proven Track Record

50+
Deployments
100%
Success Rate
£5M
E&O Insurance
AWS
Advanced Partner
42% Interactions Handled Autonomously
10K+ Monthly Interactions
0 FCA Compliance Breaches
100% Consumer Duty Audit Trail

Autonomous AI Agents That Handle:

Purpose-built for lending operations

Payment Arrangements Agents

  • Eligibility checking against lender criteria
  • Impact calculation on term and interest
  • Automated approval for qualifying customers
  • Vulnerable customer escalation
  • Documentation generation and delivery

Settlement & Quote Agents

  • Real-time settlement calculations
  • Early repayment charge quotes
  • Overpayment limit inquiries
  • Payment method capture
  • Follow-up documentation via email/SMS

Arrears Management Agents

  • Missed payment notifications
  • Arrangement proposals based on affordability
  • Forbearance option explanation
  • Vulnerable customer detection
  • Human escalation for complex cases

Account Query Agents

  • Balance and payment history
  • Interest rate confirmations
  • Next payment date and amount
  • Statement requests
  • Account modifications (contact details, address changes)

Direct Debit & Payment Agents

  • Direct debit date changes
  • Bank account updates
  • One-off payment processing
  • Overpayment requests
  • Payment confirmation

Loan Modifications & Contract Variation Agents

  • Adding/removing account holders
  • Product switches
  • Term extensions
  • Transfer of Equity
  • Repayment method switches
  • Address and contact updates
Payment Arrangements & Account Query AI Agents

How a Top 5 European Lending Group Automated 42% of Customer Interactions

Real results from lending operations

Before Rel8:

  • 10,000+ customer contacts/month
  • 9 minutes average handle time
  • 28 agents required
  • £100K+ monthly cost
  • 25+ minutes wait times during peaks

After Rel8:

  • 4,200 interactions handled by AI agents (42%)
  • 0 minutes handle time (autonomous)
  • 18 agents required
  • £65K monthly cost
  • 5 minutes average wait time
42% Interactions handled by AI
£1.2M Annual savings
35% Reduction in handling time
0 Compliance breaches
"Rel8's Agentic AI has transformed how we serve our customers. What used to require agents for every interaction now happens autonomously, and our team can focus on the conversations that truly need human empathy and judgment."
— Operations Director, Top 5 European Lending Group

Built for FCA Consumer Duty Compliance

Lending vulnerability and fair outcomes

Vulnerable Customer Detection

Our AI agents detect financial stress indicators in real-time: arrears anxiety, job loss mentions, health issues, bereavement. Immediate escalation to trained specialists with full conversation context. All vulnerability flags logged for Consumer Duty reporting.

Forbearance & Fair Treatment

Payment holiday agents assess affordability and automatically offer appropriate forbearance options - payment holidays, term extensions, interest-only periods. Consistent application of fair treatment principles across all customer interactions.

Clear Communication

AI agents explain complex financial concepts in plain English: how payment arrangements affect balances, what charges mean, how early payments reduce term. Customers understand their options and make informed decisions.

Complete Audit Trail

Every payment holiday approved, every ERC quoted, every forbearance option offered - all logged with decision reasoning. Full documentation for FCA compliance reviews and customer complaints.

Lending Regulatory Compliance

Beyond general FCA Consumer Duty, our lending agents comply with:

CONC & MCOB Compliance

Automated disclosures, statements, and regulatory notifications - compliant with Consumer Credit Act, CONC, and MCOB with full audit trail

Treating Customers Fairly (TCF)

Every forbearance decision logged with reasoning. Payment arrangement eligibility explained. Arrears escalation automated based on FCA guidance

Forbearance Transparency

AI explains payment arrangement impacts: Interest accrual • Term extension • Future payment amounts • Credit file implications

Calculation Accuracy Guarantee

Uses your existing calculation engine (same as human agents). Any errors covered by E&O insurance. 0 disputes across all quotes generated

Coverage: £5M E&O insurance specifically for lending AI agent regulatory compliance

Our Guarantees

We put our fees on the line

42% Autonomous Resolution or Full Refund

If our AI agents don't handle 42% of interactions autonomously, we refund 100% of our fees. No questions asked.

£5M Compliance Insurance

E&O insurance covers regulatory fines arising from AI agent decisions. You're protected if something goes wrong.

Integration Guarantee

We integrate with any REST API-enabled platform. If we can't integrate with your servicing system, we refund your fee.

Why we can offer these guarantees: We've deployed 15+ systems with 100% success rate. We know this works.

Frequently Asked Questions

How quickly can we deploy?

Most deployments go live within 2-4 weeks. We integrate with your existing servicing platform—no rip-and-replace. Pilot with a subset of accounts, prove ROI, then scale.

What does it cost?

We offer success-based pricing: you pay per contained interaction, not per seat. Typical range is £2-5K/month per agent type depending on volume. No ROI, no cost.

Do we need to replace our servicing platform?

No. We integrate with your existing mortgage servicing, loan management, and core banking systems via API. Your platform stays—we add AI on top.

How do you handle vulnerable customers and FCA compliance?

Every contact is screened for vulnerability indicators using NLP—financial stress, health issues, bereavement. Vulnerable customers are immediately escalated with full context. Complete audit trails for Consumer Duty reporting.

Do customers know they're talking to AI?

Yes—we're transparent. Customers are informed they're speaking with an AI agent. This is both an FCA best practice and often preferred by customers who want quick answers without wait times.

How accurate are settlement and ERC calculations?

Our AI agents call your existing calculation engine in real-time—the same system your agents use. We don't estimate or approximate. The figures are exactly what a human agent would quote.

Ready to Deploy AI Agents for Lending?

We'll analyze your operations and show you exactly what AI agents can handle autonomously - and what it will save you.

Book a Demo

Or email us at hello@rel8.cx