AI Business Analyst Copilot
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Mortgage · Sample project

Mortgage Loan Origination

Digital LOS from application intake to conditional approval.

Overall 86/100
6 AI agents
9 artifacts
5 risks
Quality
86
Business
90
Technical
82
QA
84
Security
88
Release
78

Sample projects

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Mortgage Loan Origination

Digital LOS from application intake to conditional approval.

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Requirement Score
Risk Analysis

AI Agent Collaboration

6 specialized agents · all completed

🧭
Business Analyst
Requirements & business rules
Done

Analyzed Mortgage LO scope and translated stakeholder intent into structured requirements.

Readiness90%
  • URLA sections are well decomposed; suggest splitting Section 3 into bank vs retirement assets.
  • Missing rule for property state exclusions (e.g., HI/AK).
  • Recommend adding co-borrower flow explicitly to Epic 1.
🧪
QA Engineer
Test coverage & scenarios
Done

Derived positive, negative, edge, regression, API and data-validation cases.

Readiness84%
  • Add bilingual regression suite covering ES-US currency and dates.
  • Add negative test for expired consent (>30 days).
  • Coverage gap on TRID re-disclosure trigger.
🎯
Product Owner
Prioritization & MVP
Done

Prioritized the backlog and defined an MVP that maximizes business value.

Readiness90%
  • MVP: URLA + credit pull + LE issuance. Defer Plaid to phase 2.
  • US-102 highest business value; US-203 lowest for MVP.
  • 63 story points across 3 sprints looks achievable.
🏛️
Solution Architect
Systems & integrations
Done

Mapped impacted systems, APIs, and data flows.

Readiness82%
  • Introduce Verification Orchestrator to fan out credit/income/assets in parallel.
  • Encompass integration via Kafka topic loan.status.
  • Circuit breakers for bureau APIs.
🛡️
Security
AuthN/Z, privacy, compliance
Done

Reviewed authentication, authorization, data protection and compliance obligations.

Readiness88%
  • SSN/DOB field-level encryption with KMS envelope.
  • Audit trail for all disclosure events (ECOA/RESPA).
  • MFA factor policy undefined — require TOTP or WebAuthn.
🚀
DevOps
Release & operations
Done

Defined deployment, rollback, monitoring and release readiness.

Readiness78%
  • Blue/green deploy for TRID timing sensitivity.
  • Synthetic monitor for LE generation SLA.
  • Rollback: re-queue failed AUS submissions.

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Generated Artifacts

Risk Register

Prioritized by severity + impact

AreaSeverityBusiness impact
TRID disclosure timing HighRegulatory fines; loan cannot close
Bureau API downtime MediumDelays; partial credit pull
Consent expiration MediumNon-compliant credit pull
Bilingual defects LowReduced adoption in Spanish market
PII encryption gaps CriticalGLBA violation
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Five realistic projects across Mortgage, Banking, Healthcare, Retail and Insurance. Click Load Demo to instantly populate the workspace.