CONFIGURE AI WORKERS FOR ROLES ACROSS THE ENTERPRISE

The Agent Factory

We’re the production facility for AI Workers and AI Agents — designed to execute, adapt, and generate EBITDA.

Our AI Workers replicate the full scope of what people do at their jobs.

AI Workers & AI Agents by Industry.

Search a sample of roles in select industries.

Loan Processor

Reviews and validates documents (W-2s, paystubs, bank statements), and flags missing or inconsistent info. Clears standard conditions (e.g., verify large deposits). Communicates with borrowers and tracks third-party order statuses and follow-ups.

Loan Setup Specialist

Orders credit, VOE/VOI, appraisal, flood certs, title. Follows up with vendors and updates LOS status.

3rd Party Ordering & Tracking

Orders credit, VOE/VOI, appraisal, flood certs, title. Follows up with vendors and updates LOS status.

Compliance Reviewer

Checks TRID, RESPA, TILA, HMDA, OFAC, ECOA and other compliance requirements in real-time throughout the origination process. Generates audit trails and alerts for missing or non-compliant elements.

Pipeline Manager

Monitors task status and timelines across LO, borrower, and underwriting team. Sends smart nudges to borrowers, processors, and LOs to keep loans moving. Updates LOS/CRM as needed.

Disclosure Manager

Generates, packages, and delivers required disclosures and updates LOS. Tracks borrower acknowledgment and automates follow-up.

Conditions Clearing Clerk

Reviews condition documents as they are submitted. Matches them to required conditions and updates LOS. Escalates only exceptions.

POS Assistant (Borrower Facing)

Guides borrower through URLA completion. Provides real-time answers on scenarios, eligibility, and loan products.

Mortgage Valuation Analyst

Property- or loan-level valuation (AVM, BPO, appraisal review) for retained portfolios or trading. Analyzes loan pricing, pipeline risk, and secondary market execution, including MSR impact.

Client Reporting Agent

Generates personalized performance, fee, and risk reports for institutional clients. Automates narrative generation with natural language generation (NLG).

Quantitative Research Assistant

Analyzes historical data to identify trading patterns, correlations, and new alpha signals. Suggests backtested models for further evaluation by quants.

Risk Monitoring & Reporting Agent

Analyzes portfolio risk in real time (VaR, stress tests, exposure limits). Alerts teams to threshold breaches and generates dashboards.

Market Surveillance & Compliance Agent

Monitors transactions and communications for signs of insider trading, spoofing, or wash trades. Flags anomalies and generates compliance reports.

Trade Execution Agent

Executes trades based on predefined strategies or real-time signals. Adjusts orders dynamically to optimize price and minimize market impact.

Compliance Monitoring Analyst

Monitors employee/client communications and transactional behavior against regulatory rules; flags issues for human review.

Payment Exception Handler

Automatically identifies and resolves routine payment failures, duplicates, and routing errors in banking or payments platforms.

Transaction Dispute Intake Specialist

Handles the intake and categorization of transaction disputes (e.g., fraud, billing errors), collects evidence, initiates investigation workflow.

KYC/AML Analyst

Assists human analysts by reviewing documents, flagging anomalies, and generating risk profiles.

Account Onboarding Specialist

Assists with business and individual account setup, collects documents, verifies data, guides user through steps.

Patient Intake & Triage Agent

Gathers symptoms, history, and insurance before appointments. Recommends care paths or routes to appropriate specialists.

Billing & Coding Specialist

Analyzes clinical notes and applies proper ICD/CPT codes. Checks for compliance and reduces claim denials.

Appointment Scheduling & Follow-up Agent

Books appointments based on provider availability and urgency. Sends reminders, pre-visit instructions, and post-visit care follow-up.

Clinical Decision Support Agent

Analyzes patient data to suggest diagnoses, treatments, and drug interactions. Flags high-risk cases using pattern recognition and historical data.

Prior Authorization Coordinator

Reviews medical necessity criteria. Automates the submission of documentation and insurer interactions.

CUSTOMER USE CASE: BACKGROUND SCREENING COMPANY

~91% reduction on human staff reliance

More than 240,000 manual hours stripped from the adjudication process yields immediate $2.4m savings.

SELF-FUNDING PARTNERSHIP ENSURES ROI

Deploy an AI Workforce with
no risk and no upfront investment.

We contractually guarantee ROI.

CLICK TO DOWNLOAD (more coming soon)

AI Workforce Role Menu (non exhaustive)

AI Workers & AI Agents by Department.

We outfit entire departments across all positions.

Onboarding Concierge

Guides new customers step-by-step through setup, training, and activation with a personalized touch.

Escalation Gatekeeper

Evaluates high-priority issues, enforces escalation policies, and ensures only critical cases reach human teams.

Subscription & Billing Support

Manages plan changes, payment issues, and account updates with precision and speed.

Customer Feedback Analyst

Collects and analyzes feedback to identify trends, sentiment, and actionable insights.

Refund & Return Processor

Validates return requests, processes refunds, and updates systems automatically—without delay.

Ticket Triage Specialst

Analyzes incoming tickets, categorizes issues, and routes them to the right team instantly.

Tier 1 Representative

Handles routine inquiries, FAQs, and basic troubleshooting to resolve issues without human escalation.

Dynamic Chat Agent

Engages customers in real time with context-aware, conversational responses across chat and messaging platforms.

Incident Response Coordinator

Coordinates containment, investigation, and resolution steps when a security event is detected.

Vulnerability Management Assessor

Scans for weaknesses, prioritizes them by risk level, and recommends remediation actions.

Threat Intelligence Aggregator

Pulls in threat data from multiple sources, analyzes patterns, and surfaces relevant risks in real time.

Identity & Access Governance Analyst

Monitors user access rights, detects anomalies, and enforces least-privilege policies across systems.

Alert Triage Analyst

Sorts through security alerts, filters out false positives, and flags real threats for response.

Subscription Refill Coordinator

Manages auto-renewals, sends reminders, and ensures timely fulfillment of subscription orders.

Purchase Order Generator

Creates and submits purchase orders based on inventory levels, forecasts, and vendor rules.

Vendor Liaison

Coordinates with suppliers on stock levels, shipping timelines, and order confirmations.

Customer Order Support

Answers order-related inquiries, provides updates, and resolves common issues without delay.

Return Authorization Rep

Approves and processes return requests based on policy, and updates systems instantly.

Shipment Tracking Coordinator

Monitors shipping status, updates customers proactively, and resolves delivery issues in real time.

Inventory Specialist

Matches stock records across systems, flags discrepancies, and keeps inventory data up-to-date.

Order Processing Agent

Receives, verifies, and processes customer orders automatically, ensuring speed and accuracy.

Budget Monitor

Continuously compares actuals vs. budget, highlights discrepancies, and explains the drivers behind the gaps.

Invoice Processor

Extracts, validates, and codes invoice data to streamline approvals and accelerate payments.

Expense Report Validator

Reviews employee expenses for policy compliance, duplicates, and errors—before they hit accounting.

Compliance Monitor

Tracks financial activities in real-time, flags potential violations, and ensures regulatory adherence.

Forecaster

Predicts future outcomes using real-time data and helps teams make proactive, informed decisions.

Endpoint Configuration Tech

Configures laptops, desktops, and mobile devices with the right settings, apps, and security policies.

Incident Triage Analyst

Analyzes alerts, prioritizes incidents, and routes them to the right IT support tier in real time.

Patch Management Technician

Monitors systems, schedules updates, and applies critical patches to keep infrastructure secure and current.

Provisioning Specialist

Sets up user accounts, system access, and software licenses based on role-based rules.

Software Deployment Manager

Schedules, pushes, and verifies software installations across teams and devices with zero disruption.

IT Helpdesk Agent

Resolves common tech issues, answers user questions, and escalates only when human help is needed.

Risk Assessment Coordinator

Predicts future outcomes using real-time data and helps teams make proactive, informed decisions.

Policy & Procedure Tracker

Predicts future outcomes using real-time data and helps teams make proactive, informed decisions.

Compliance Reporter

Predicts future outcomes using real-time data and helps teams make proactive, informed decisions.

Regulatory Monitor

Lorem ipsum dolor sit amet,

Contract Reviewer

Lorem ipsum dolor sit amet,

BUILT FOR EVERY FUNCTION

The difference between a teammate and a tool is ThoughtFocus Build.

ready to take your business to the next level?

Let's discuss possibilities.

We’ll reach out to schedule some time for a demo and discussion.

The Agent Factory

Our AI Workers replicate the full scope of what people do at their jobs.

AI Workers & AI Agents by Industry.

Search a sample of roles in select industries.

Loan Processor

Loan Setup Specialist

3rd Party Ordering & Tracking

Compliance Reviewer

Pipeline Manager

Disclosure Manager

Conditions Clearing Clerk

POS Assistant (Borrower Facing)

Mortgage Valuation Analyst

Client Reporting Agent

Quantitative Research Assistant

Risk Monitoring & Reporting Agent

Market Surveillance & Compliance Agent

Trade Execution Agent

Compliance Monitoring Analyst

Payment Exception Handler

Transaction Dispute Intake Specialist

KYC/AML Analyst

Account Onboarding Specialist

Patient Intake & Triage Agent

Billing & Coding Specialist

Appointment Scheduling & Follow-up Agent

Clinical Decision Support Agent

Prior Authorization Coordinator

~91% reduction on human staff reliance

Deploy an AI Workforce with no risk and no upfront investment.

AI Workforce Role Menu (non exhaustive)

AI Workers & AI Agents by Department.

Onboarding Concierge

Escalation Gatekeeper

Subscription & Billing Support

Customer Feedback Analyst

Refund & Return Processor

Ticket Triage Specialst

Tier 1 Representative

Dynamic Chat Agent

Incident Response Coordinator

Vulnerability Management Assessor

Threat Intelligence Aggregator

Identity & Access Governance Analyst

Alert Triage Analyst

Subscription Refill Coordinator

Purchase Order Generator

Vendor Liaison

Customer Order Support

Return Authorization Rep

Shipment Tracking Coordinator

Inventory Specialist

Order Processing Agent

Budget Monitor

Invoice Processor

Expense Report Validator

Compliance Monitor

Forecaster

Endpoint Configuration Tech

Incident Triage Analyst

Patch Management Technician

Provisioning Specialist

Software Deployment Manager

IT Helpdesk Agent

Risk Assessment Coordinator

Policy & Procedure Tracker

Compliance Reporter

Regulatory Monitor

Contract Reviewer

The difference between a teammate and a tool is ThoughtFocus Build.

ready to take your business to the next level?

Let's discuss possibilities.

Deploy an AI Workforce with
no risk and no upfront investment.