The Agentic Bank

Loan Servicing Agent

⬡ Tally Services personal loans and lines: payments, payoffs, modifications.
◆ Autonomous Worker

Handles the everyday of an unsecured loan … payment questions, payoff quotes, due-date changes, autopay setup … against the servicing platform. Resolves the routine end-to-end and routes any hardship or distress signal straight to the hardship agent.

Memory

Working The request + the loan's servicing state.
Episodic The borrower's payment history and recent contacts.
Semantic Servicing policy, payoff calculation, modification eligibility.
Store Servicing platform state + policy retrieval

Orchestration

pipeline MCPA2A

Harness · Managed Agents … short session per request; deterministic tool calls.

Tools

{ } Loan servicing platform API ›_ Payoff calculator Code exec Servicing policy (RAG) Retrieval Hardship-agent handoff A2A

Evals & guardrails

  • Hardship / distress signals route to the hardship agent (loss-mitigation pathway).
  • Modification eligibility checked; commitments above a threshold need an oversight agent's approval.
  • Payoff-quote accuracy validated before release.

Frontier edge

  • Voice-native / multimodal: handles the payoff-quote or due-date-change call directly, reading the customer's payment schedule aloud.
  • Confidential compute: payoff math and payment history run against loan PII inside a secure enclave, so balances are never in the clear on the servicing path.
  • Proactive / anticipatory: spots a customer drifting toward a missed payment and offers autopay or a due-date shift before delinquency, catching distress earlier for the hardship-agent handoff.

In numbers

70,000
Servicing requests / day
87%
Self-service resolution

Handoffs

More on the Personal & Unsecured Lending desk