12,000+ ERC quotes generated with 0 disputes

AI Agents for Mortgage Servicing

Autonomous agents that handle payment holidays, early repayment quotes, and arrears management. 42% of interactions resolved without humans. Consumer Duty compliant.

See What AI Agents Can Do For You

Or call us: +44 20 4623 6783

AWS Advanced Partner | Amazon Connect Delivery Partner | Multi-Agent Architecture
42% Interactions Handled Autonomously
12K+ ERC Quotes Generated
0 ERC Disputes
100% Consumer Duty Audit Trail

Autonomous AI Agents That Handle:

Purpose-built for mortgage servicing 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

Early Repayment Quote Agents

  • Real-time ERC calculation from your system
  • Settlement figure generation
  • 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 spouse to mortgage
  • Porting mortgages
  • Product switches
  • Term extensions
  • Transfer of Equity (adding/removing people)
  • Repayment method switches
Payment Arrangements & ERC AI Agents

How a UK Mortgage Servicer Automated 42% of Customer Interactions

Real results from mortgage servicing operations

Before Rel8:

  • 8,000 payment holiday & ERC contacts/month
  • 9 minutes average handle time
  • 24 agents required
  • £86K monthly cost
  • 30+ minutes wait times during peaks

After Rel8:

  • 3,360 interactions handled by AI agents (42%)
  • 0 minutes handle time (autonomous)
  • 16 agents required
  • £52K monthly cost
  • 6 minutes average wait time
42% Interactions handled by AI
£408K Annual savings
12K+ ERC quotes generated
0 Compliance breaches
"The AI agents handle our routine payment holiday requests and ERC quotes flawlessly. Our team now focuses on complex cases and vulnerable customers - the interactions that really need human judgment."
— Head of Operations, UK Mortgage Servicer

Built for FCA Consumer Duty Compliance

Mortgage-specific vulnerability and fair outcomes

Vulnerable Customer Detection

Our AI agents detect financial stress indicators in real-time: mortgage arrears anxiety, job loss mentions, health issues, bereavement.

Action: Immediate escalation to trained mortgage 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.

Result: Consistent application of fair treatment principles across all customer interactions.

Clear Communication

AI agents explain complex mortgage concepts in plain English: how payment holidays affect total interest, what ERCs mean, how overpayments reduce term.

Result: 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.

Result: Full documentation for FCA compliance reviews and customer complaints.

Mortgage-Specific Regulatory Compliance

Beyond general FCA Consumer Duty, our mortgage servicing agents comply with:

MCOB Disclosure Requirements

Automated ERC explanations, annual statements, arrears statements, and regulatory statements - all MCOB-compliant with full audit trail

Treating Customers Fairly (TCF)

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

Forbearance Transparency

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

ERC Accuracy Guarantee

Uses your existing calculation engine (same as human agents). Any errors covered by E&O insurance. 0 ERC disputes across 12,000+ quotes generated

Coverage: £5M E&O insurance specifically for mortgage servicing 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 AI agents scale?

Instantly. Unlike human teams, AI agents handle volume spikes without hiring, training, or wait time increases. Your capacity scales with demand.

Do we need to replace our servicing platform?

No. We integrate via REST API with your existing platform. Your systems remain in place.

Can the AI approve payment holidays?

Yes - based on your lender criteria. The AI checks eligibility (payment history, no existing holidays, account in good standing) and auto-approves qualifying requests. Edge cases escalate to humans.

How do you handle vulnerable customers?

Our AI detects vulnerability indicators (financial stress, health issues, bereavement) and immediately escalates to trained mortgage specialists. All vulnerability flags are logged for Consumer Duty compliance.

How accurate are the ERC calculations?

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

What if a customer's circumstances are complex?

The AI agent assesses complexity in real-time. If a customer is in arrears, mentions financial hardship, or needs manual underwriting, the agent escalates to a human specialist with full context.

Ready to Deploy AI Agents for Mortgage Servicing?

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

Get Your AI Agent Assessment

Or email us at hello@rel8.cx