Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Mortgage Brokers
Connect brokerage invoices, closing references and commission receipts.
Organize brokerage service invoices and documented commission statements for authorized finance review.
- Match recorded commission statements to approved brokerage and transaction references.
- Surface expected payments, statement differences and unpaid service invoices for staff review.
- Prepare lender or client follow-up using verified administrative billing records.
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. A proposal defines brokerage account types, commission references and review workflows; integrations, usage, hosting and ongoing support may be scoped separately.
What is an AI accounts receivable follow-up agent for mortgage brokers?
An AI accounts receivable follow-up agent for mortgage brokers helps brokerage finance teams organize business invoices and documented commission receivables from lender or correspondent statements. It can connect an approved brokerage account or transaction reference to a closing milestone, expected commission record, statement period, invoice, posted receipt and open balance. When an expected commission is delayed, a statement amount differs from the brokerage ledger or a business service invoice is overdue, the agent assembles the relevant administrative records and routes the issue to the broker-owner or bookkeeper. Staff verify the applicable agreement, transaction reference, statement, accounting entry and contact before requesting clarification or changing a ledger. The workflow uses only approved minimum-necessary business references; it does not make loan recommendations, evaluate borrower applications, underwrite mortgages or handle borrower funds.
Brokerage receivables from documented closing milestones to payment
Match statements to brokerage records
Connect approved lender or correspondent statement references to brokerage transaction IDs and recorded commission entries.
Track expected commission receipts
Surface documented closing or payment milestones and outstanding receipts for broker-owner review.
Review brokerage service invoices
Organize approved business-client invoices, due dates and payment references separately from borrower files.
Prepare administrative follow-up
Draft a neutral inquiry with verified statement or invoice details for authorized review before sending.
Where it can help
A commission statement is late
Show the approved transaction reference, expected statement period and assigned bookkeeper for follow-up.
A commission amount differs from the ledger
Present the lender statement, brokerage agreement reference and recorded accounting entry for staff verification.
A business service invoice is overdue
Gather the client agreement, invoice and payment history for the brokerage account owner.
A receipt cannot be matched to a transaction
Route the remittance and possible brokerage references to finance without reallocating funds.
How it works
A step-by-step workflow your team can review before launch.
Define brokerage receivables in scope
Choose lender or correspondent commission streams, business service invoices and finance reviewers.
Map approved business identifiers
Connect brokerage accounts and transaction references to closing milestones, statements, invoices and posted receipts.
Route delayed or mismatched items
Assign overdue commissions, statement differences and unmatched payments to named owners.
Review inquiries and account changes
Staff verify agreements, statements, accounting entries, data minimization and contact details before sending or updating.
Built around your business
What we configure
- Brokerage offices and lender or correspondent groups
- Commission statement periods and approved transaction references
- Business service invoice and client account types
- Bookkeeper, broker-owner and account manager routing
- Brokerage management and accounting systems with limited approved access
What we need from you
- Receivables ledger with business and transaction identifiers
- Lender or correspondent commission statements
- Documented commission agreements and closing references
- Invoices, remittances and posted payment records
- Named finance reviewers and access limits that exclude borrower application details
Clear boundaries before launch
What it will not do
The agent supports business accounts receivable administration only. It does not recommend mortgage products, evaluate borrowers, advise on rates or loan terms, underwrite or approve applications, interpret lending regulations, determine commission entitlement, handle borrower funds, change agreements, post payments, initiate collections or contact borrowers without explicit authorization. Only approved minimum-necessary brokerage references are in scope. Staff verify agreements, statements, accounting entries and recipients before action.
How success is measured
Track statement-to-ledger matching time, documented commissions reconciled, delayed receipts reviewed, business invoices paid or followed up, statement differences routed and external inquiries approved before sending. Use brokerage-approved operational metrics and exclude borrower application and credit details.
Frequently asked questions
What does an accounts receivable agent do for a mortgage brokerage?
It organizes brokerage invoices and documented commission statements, routes exceptions and prepares staff-reviewed administrative follow-up.
Can it track lender commission payments?
It can connect approved statement and transaction references to expected receipts for bookkeeper verification.
Does it evaluate borrowers or recommend mortgage products?
No. It does not access borrower applications to make decisions or provide loan recommendations.
Can it handle borrower funds or loan files?
No. It does not handle funds, and borrower application details are excluded from the approved receivables scope.
Will it contact lenders automatically?
No. An authorized broker or finance employee verifies agreements, statements and recipients before sending an inquiry.
Which systems can be connected?
Brokerage management and accounting sources can be assessed during scoping, subject to approved limited access and available integrations.
What does the $300/month starting price include?
Tranki solutions start at $300 USD/month. A tailored proposal defines scope and deliverables; integrations, usage, hosting and ongoing support may be scoped separately.
