Agentic AI for commercial loan servicing and recovery

Voice, SMS, and email agents that work accounts in your stack — from outreach to payment to UCC enforcement and a clean file for counsel. Every action logged and audit-ready.

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Trusted by leading fintechs, lenders, and financial institutions

Personalized AI Flows

AI Agents for Outreach, Payments, and UCC Enforcement

Voice, SMS, and email run by agents trained on your portfolio — automating 95% of borrower communications and handing clean files to counsel when escalation is needed.

Real-time

Permissioned

Trained on your data

AI Agent Workflows

Outreach sequences built around how borrowers actually respond — voice, SMS, and email, escalating to counsel only when an account needs it.

Counsel Handoff, Built In

Legal Network

Demand letters, arbitration, settlement, and litigation — escalated to your internal counsel or our legal network with the full file and audit trail attached.

Onboard accounts in under a day.

Proven in Production

One commercial lender serviced $21M in three months on Tennis, automated 95% of borrower communications, and returned 15x on the platform. Every strategy is tailored to your institution and account types.

Works with Any LMS

We integrate directly with your loan management system to make servicing and legal collections seamless and efficient.

Frictionless Onboarding

Platform

One platform for the full post-origination lifecycle

Every product runs on the same borrower data, the same inbox, and the same audit trail.

Servicing Operations

Run day-to-day servicing — schedules, balances, and account status — synced to your system of record.

CRM & Communications

Voice, SMS, and email in one inbox, with every borrower touch on a single timeline.

Collections & Recovery

Agent-driven recovery workflows tuned to your portfolio and account types.

UCC Filing, Enforcement & Arbitration

File, monitor, and enforce liens across the full UCC lifecycle, with arbitration and enforcement matters packaged for counsel.

Legal Document Automation

Generate demand letters and enforcement packages ready for counsel review.

Portfolio Monitoring

Track exposure, performance, and risk signals across the book in real time.

Invoice Verification

Verify invoices and receivables before they become a recovery problem.

Tennis Payments

Collect and reconcile borrower payments natively, without a separate processor stack.

Trust & Security

Security and controls built for regulated lenders

Every agent action is permissioned, logged, and reviewable.

SOC 2 Type II

Independent audit underway, with controls documented and ready for your security review.

Audit Trails

Every action is logged, timestamped, and auditable for full compliance visibility.

Compliance Controls

Consent, contact frequency, and state-by-state requirements enforced on every action.

AI trained on your products and your book

Your voice and SMS agents are trained on your products, policies, and borrower history — so every conversation sounds like your team, not a call center.

Hear a Voice Agent in Action

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AI designed for financial institutions

Compliance built in from the ground up

Testimonials

What our customers say

From the teams running servicing and recovery every day

See Case Study

Their relentless sense of urgency and deep sense of ownership have made them an invaluable partner in driving the next era of AI-powered Collections at Jeeves.

Lucio Cota · Global Head of Collections, Jeeves