Loan Document Collector Agent

1. 01

   Checklist status

   Show what is received and missing to an authenticated applicant.

2. 02

   Collect documents

   Send the secure link and confirm receipt.

3. 03

   Reminders

   Scheduled reminders for outstanding items.

4. 04

   Handoff

   Pass the complete file to the loan officer and escalate sensitive cases.

• Compliance: the agent never makes, implies or hints at a credit decision, approval likelihood, interest rate or product recommendation.
• Compliance: the agent never collects ID numbers, full account numbers or card numbers in chat. Documents are uploaded only through the secure link.
• Compliance: do not use the agent with real applicants until your legal and compliance team has completed a privacy and regulatory review.
• No application data is shown or changed until the session is authenticated (Experience Cloud login or one-time code).
• Mask sensitive values in chat and logs using Einstein Trust Layer data masking.
• Escalate financial hardship, vulnerability, complaints and fraud concerns to a human immediately.

Runs on Financial Services Cloud (or Sales Cloud with a custom application object), Experience Cloud, Agentforce, Messaging. Confirm editions and licenses with your Salesforce account team.

Salesforce products

Financial Services CloudExperience CloudAgentforceMessaging

Editions and licenses

Agentforce must be enabled in your org. Confirm editions and licenses with your Salesforce account team; we check them in the first workshop.

Agent type

Agentforce Service Agent

From you

Financial Services Cloud or an equivalent application object, plus Experience Cloud and Agentforce. · Your legal and compliance sign-off, privacy impact assessment and data retention rules; checklists by loan type.

Language

English. The agent writes in your locale and follows your wording settings.

Where it runs

Inside your Salesforce org. Records are read and written through the agent’s approved actions only.

Not included

Credit scoring, affordability checks and any lending decision. · Rate, fee and product quotes. · Document authenticity and fraud checks. · Settlement and post-approval servicing.

Designed in full before a line is built, with 8 scripted test conversations. The numbers become verified results when the agent is delivered.

• Deployable sourceThe agent, its actions, objects and screens as Salesforce metadata, in your repository.
• Solution designA Solution Design Document with UML: architecture, data model, sequence and security.
• Test suiteApex tests on every action, plus scripted conversations replayed before every release.
• Least-privilege accessIts own permission sets, so the agent and your staff see only what the job needs.
• Runbook and handoverHow to run it, change its rules and roll back, with a walkthrough for your team.

• Least-privilege access

  It runs as its own user with a permission set written for this agent, so it can reach only what the job needs.

• Changes only through approved actions

  The agent cannot edit records freely. Every change goes through one of its 6 actions, each with one job.

• People make the big calls

  Compliance: the agent never makes, implies or hints at a credit decision, approval likelihood, interest rate or product recommendation.

• Runs inside Salesforce

  Agentforce runs on the Salesforce platform and its Einstein Trust Layer. Confirm which Trust Layer features apply to agents in your org with your Salesforce account team.

• Every change is on the record

  What the agent does lands as normal Salesforce records with their full history, so you can see who changed what and when.

• The review is free

  A 60-minute call with an architect about the Loan Document Collector Agent and your org, with a written plan you keep.

• A fixed-scope proposal first

  Before any work starts you get a written proposal with milestones. You approve it, or you do not.

• Timing follows scope

  How long it takes depends on your setup and your rules. The proposal states the milestones up front.

• Or inside a monthly plan

  Agents can be built and run through one of our monthly delivery plans, alongside your other Salesforce work.

Salesforce licenses, including Agentforce, are bought from Salesforce and are not part of our fee. See our plans and pricing →

• One-page brief (PDF)

  What it does, the rules it follows and what you need, on one page you can forward.

  Get the brief →

• Slide deck (PDF, 6 slides)

  For your team or steering group: the problem, what it does, the rules it follows and how we deliver it.

  Get the slides →

• Talk to an architect

  A free 60-minute session on how it would work in your org, with your processes, your data and your rules.

  Book a session →

• The whole library

  Every agent we offer, by business area.

  Browse agents →

Further reading from our architects

• Claudeforce: what actually changes for the people who run the orgSalesforce and Anthropic announced Claudeforce on 26 August 2026. What the sources actually state, what nobody has published yet, and what to do in your org before the beta reaches you.
• The grounding checklist we run before an agent talks to a customerTwelve pre-flight checks we run before an AI agent is allowed near a real customer, each with the failure it catches and the fix. A go or no-go list, not a readiness score.
• Personalisation with an agent in the loopWhere generated marketing content needs a human gate, and why the answer follows from how reversible the channel is rather than from how good the model has become.

• What does the Loan Document Collector Agent do?

  A customer-facing agent that tracks the document checklist for a loan application, asks the applicant for missing items, confirms receipt and notifies the loan officer when the file is complete. It does not assess credit, quote rates or make or imply any lending decision.

• Which Salesforce products does it run on?

  Financial Services Cloud (or Sales Cloud with a custom application object), Experience Cloud, Agentforce, Messaging. Confirm editions and licenses with your Salesforce account team.

• Where do people use it?

  Experience Cloud portal chat (authenticated), SMS and email reminders.

• What does it not do?

  Credit scoring, affordability checks and any lending decision; Rate, fee and product quotes; Document authenticity and fraud checks; Settlement and post-approval servicing.

• Is there a demo?

  Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.