---
title: "AI Agent Library"
url: "/agent-library/"
updated: 2026-08-14T00:57:16.632829+00:00
---

# What Can You Automate with AI?

Browse the Kolena agent library to see the document work already running in production for lenders, insurers, funds, and real estate teams. Find the one that matches your workflow, or start from it and make it yours.

## Agent Library

Production-ready agents for document-heavy workflows.

- [Appraisal Review](/agent-library/appraisal-review/) — Run every appraisal through a productized USPAP review and classify it Accept, Accept-with-conditions, or Reject, with each finding cited to the report.
- [Auto Insurance Loss and Policy Analysis](/agent-library/auto-insurance-loss-policy-analysis/) — Turn a fleet auto submission - declarations, vehicle and driver schedules, and multi-carrier loss runs - into one cited view with frequency, severity, and loss ratio per power unit, and hand the underwriter a renewal recommendation in minutes.
- [CAM Reconciliation](/agent-library/cam-reconciliation/) — Reconcile a landlord's CAM statement against the lease and catch every over- or under-billing, with each finding cited to the controlling clause.
- [Capital Call Processing](/agent-library/capital-call-processing/) — Process capital call notices from every GP into structured, validated fund-tracker entries - automatically.
- [Change-in-Terms & Cardholder-Agreement Review](/agent-library/change-in-terms-review/) — Test a credit card change-in-terms notice against Regulation Z: every changed term summarized, the 45-day advance-notice window and right-to-reject verified, penalty rate increases justified and reevaluation-eligible, and every required disclosure present and cited.
- [Claims Intake (FNOL)](/agent-library/claims-intake/) — Turn a first notice of loss into a clean, triaged claim - parties and coverage verified, loss facts captured, severity and completeness scored, fraud indicators screened, a preliminary reserve basis set, and a routing recommendation - every claim, at scale.
- [Clinical / Efficacy Study Data Extraction](/agent-library/clinical-efficacy-study-extraction/) — Turn a personal-care efficacy study report into a clean, cited read-out - design, endpoints, statistics vs baseline and between treatments, and whether each claim is substantiated.
- [Commercial Equipment-Finance Underwriting](/agent-library/equipment-finance-underwriting/) — Turn a commercial equipment-finance credit package into a cited underwriting analysis - applicant, collateral, DSCR, structural checks, and a tiered recommendation.
- [Compliance Testing — Periodic Statement Disclosure](/agent-library/compliance-testing/) — Test a credit card periodic statement against Regulation Z (12 CFR 1026.7): every required disclosure present, and the balance, interest, and minimum-payment math footed and cited.
- [Construction Budget / Affordable-Housing Loan Committee Review](/agent-library/construction-budget-loan-committee/) — Prepare an affordable-housing construction loan for committee - the GC budget normalized by CSI Division, the full sources-and-uses capital stack with its LIHTC and subsidy layers, cost-per-unit, DSCR, LTC and LTV recomputed against affordable benchmarks, the budget and stack reconciled, and a cited, severity-ranked recommendation.
- [Consumer Complaint Analysis](/agent-library/consumer-complaint-analysis/) — Triage a consumer personal-care product complaint into a clean, cited record - category, product and batch, adverse-event and seriousness assessment, a MoCRA / EU cosmetovigilance reportability screen, root-cause signals, and recommended actions.
- [Consumer Interview & Qualitative Study Analysis](/agent-library/consumer-interview-analysis/) — Turn a consumer interview or focus-group transcript into coded themes, sentiment, likes and dislikes, unmet needs, purchase intent, and cited insights - with a verbatim quote on every finding.
- [CRE Market Research](/agent-library/cre-market-research/) — Turn a pile of market reports, broker commentary, and news into a normalized, cited, filterable research database - one row per document, with every figure cross-checked against current public benchmarks.
- [CRE Proposal & CRM Enrichment](/agent-library/cre-proposal-crm-enrichment/) — Enrich a prospect or owner CRM record - true entity, decision-makers, verified contacts, holdings, and deal history - then recommend, draft, and track the right outbound proposal, all cited.
- [Deal Underwriting](/agent-library/deal-underwriting/) — Consolidate a broker OM, the T-12 and rent roll, the Argus/underwriting export, and market data into one cited underwrite with a full return model and a go / no-go call.
- [Debt and Mortgage Abstraction](/agent-library/debt-mortgage-abstraction/) — Turn a full commercial real estate loan file into a clean, cited debt abstract in minutes.
- [Disputes / Complaints Management](/agent-library/disputes-management/) — First-pass review of a consumer dispute or complaint - code the reason, pin the governing regime (Reg E, Reg Z, or FCRA), test the response and provisional-credit deadlines, weigh the evidence, and recommend a disposition, every timeline finding cited.
- [Document Translation with Audit Review](/agent-library/document-translation-audit/) — Translate a full business, legal, or real-estate document into your target language and audit it in one pass - blind back-translation, terminology-consistency, numeric/date/entity fidelity, and completeness checks, with per-segment confidence and human-review routing so a reviewer knows exactly what to check.
- [DSCR Loan Underwriting / QC](/agent-library/dscr-loan-underwriting/) — Underwrite and QC a business-purpose DSCR rental loan - DSCR, LTV, and reserves recomputed and graded against program and investor overlays, every value cited.
- [Energy-Efficiency Project Funding Request Review](/agent-library/energy-funding-request/) — Turn a commercial energy-efficiency project funding request into a cited analysis - measures and projected savings, cost and incentives, financing terms, a recomputed savings-to-payment coverage ratio and payback, and a funding recommendation.
- [ERM Controls & Metric Review](/agent-library/erm-controls-metric-review/) — Evaluate risk controls for design AND operating effectiveness, map them to the risk register, review KRIs and KPIs against appetite thresholds, and produce a severity-ranked findings register - with a citation on every conclusion.
- [Family Law Child-Support Document Processing](/agent-library/family-law-child-support/) — Turn a child-support file - petition, financial affidavits, and income documentation - into a cited income-shares guideline calculation, order terms, and a completeness check, without extracting personal identifiers.
- [Flood Insurance Compliance Checklist](/agent-library/flood-insurance-compliance/) — Run every loan file through the federal flood-insurance checklist - SFHDF and flood zone, mandatory-purchase trigger, coverage adequacy, borrower notice, escrow, and force placement - with a pass/fail per requirement and a cited exception log.
- [Fund Administration Cash Reconciliation](/agent-library/fund-admin-cash-reconciliation/) — Reconcile a fund's bank or custodian statement to the general ledger, match every transaction to its booked entry and expected cash event, and flag every break with its NAV impact.
- [Fund Analysis](/agent-library/fund-analysis-psa-extraction/) — Turn a private-markets fund's quarterly reporting package into a clean, cited LP monitoring model - terms, performance, capital account, investments, cash flows, and reconciliation checks.
- [HMDA Review — Loan Application Data Extraction](/agent-library/hmda-review/) — Turn a residential loan application file into the full, cited HMDA LAR field set - including the Section 8 demographics read by vision-based checkbox detection - with reportability, action-taken, and FFIEC-style edit checks.
- [IC Memo](/agent-library/ic-memo/) — Read the deal package and draft the investment-committee memo - sections, computed return metrics, cited evidence, and a recommendation.
- [Insurance Claim vs. Rehab Budget Reconciliation](/agent-library/claim-rehab-budget-reconciliation/) — Reconcile an insurance loss estimate against the rehab draw budget so the same repair is never funded twice - once by the loan draw and once by the insurance proceeds.
- [Insurance Renewal / Risk Assessment](/agent-library/insurance-renewal-risk-assessment/) — Read a commercial-lines renewal submission - ACORD apps, expiring policy, loss runs, and the underwriting file - and hand the underwriter a cited exposure, loss-ratio, rate-adequacy, and risk-factor assessment with a renew, re-underwrite, or non-renew recommendation in minutes.
- [Lease Abstraction](/agent-library/lease-abstraction/) — Turn a full lease PDF into a clean, cited abstract in minutes.
- [Lease Redline and PSA Key-Date Extraction](/agent-library/lease-redline-psa-key-dates/) — Turn a purchase and sale agreement or lease draft into a cited critical-date calendar with computed deadlines, plus a redline and deviation review, in minutes.
- [Legal Issues Memo](/agent-library/legal-issues-memo/) — Turn a borrower's consent request on a securitized or agency CRE loan into a cited preliminary legal issues memo - matter spine, working parties, key issues, REMIC analysis, approvals, and a recommendation.
- [LIHTC / HUD Tenant File Review](/agent-library/lihtc-hud-file-review/) — Review an affordable-housing tenant certification file end to end - completeness, income and rent eligibility, income and asset calculation, the student rule, and form validity - with every exception severity-ranked and traceable to the source form.
- [LLM Output-Quality Evaluation](/agent-library/llm-output-quality-eval/) — Independently score an AI/LLM output for accuracy, groundedness, completeness, compliance, and safety - with a rationale and cited evidence on every criterion and a pass/fail verdict.
- [Loan Agreement Review](/agent-library/loan-agreement-review/) — Turn a 300-500 page credit facility agreement into a clean, cited abstract of terms, covenants, and structural risk in minutes.
- [Loan Boarding](/agent-library/loan-boarding/) — Turn a closed loan package into the servicing-system boarding field set, every value cited to the note.
- [Loan Second-Review](/agent-library/loan-second-review/) — Independently re-verify a decisioned loan against its source documents - conditions cleared, data integrity, disclosures, income/asset/collateral - and return a severity-tiered exception log with a clear-to-fund disposition.
- [Loss Run Analysis](/agent-library/loss-run-analysis/) — Normalize loss runs from any carrier and format into one cited claims view, surface large and unusual losses, and hand the underwriter a decision-ready summary in minutes.
- [Multifamily Acquisition Underwriting (IRR)](/agent-library/residential-acquisition-underwriting/) — Turn a multifamily deal package into a cited underwriting with a full return model - IRR, equity multiple, cash-on-cash, yield-on-cost, DSCR - and a Pursue/Pass call.
- [Multifamily Capital-Investment Capture](/agent-library/multifamily-capital-investment-capture/) — Turn an engineering property-condition or reserve study into a clean, validated capital plan - every component, its useful life, and its immediate vs. Year 1-10 cost.
- [Offering Memorandum Analysis](/agent-library/offering-memorandum-analysis/) — Turn a broker's offering memorandum - single asset or portfolio - into a clean, queryable deal record, with the headline numbers recomputed and the aggressive assumptions flagged.
- [PayApp Review](/agent-library/payapp-review/) — Catch every construction pay-application error before the check goes out - the G702/G703 math, retainage, change orders, stored materials, signatures, and lien waivers.
- [Product Claims & Concept Development](/agent-library/product-claims-concept-development/) — Pressure-test a consumer / personal-care product concept and its marketing claims: break the concept into insight, benefit, reason-to-believe, and positioning; inventory every express and implied claim; link each to a substantiation basis; test claim-to-evidence adequacy against FTC, NAD, and EU 655/2013; flag overclaiming; and return a cited claims-substantiation matrix, a readiness call, and a finalised concept summary.
- [Quarterly Budget Variance](/agent-library/quarterly-budget-variance/) — Turn a property's quarterly budget-comparison export into a cited budget-versus-actual variance report and drafted investor-letter commentary.
- [Regulatory Obligation-to-Control Mapping](/agent-library/reg-control-mapping/) — Parse a regulation, exam manual, or guidance into discrete obligations and map each to an owned internal control - with control type, coverage status, gaps, UDAAP flags, and a citation on every line.
- [Rent Roll Analysis](/agent-library/rent-roll-analysis/) — Build clean, normalized rent rolls and unit-mix, occupancy, and loss-to-lease analytics from messy source files across any PMS.
- [Rent Roll Transposition](/agent-library/rent-roll-transposition/) — Reshape a messy commercial rent roll in any format into one clean, standardized layout ready for any lender template.
- [Residential-Mortgage TPR Segment Extraction](/agent-library/residential-mortgage-tpr/) — Pull the Note, Security Instrument, and ARM review-segment data from a residential-mortgage loan file, reconcile it against the loan data tape, and return a graded exception log with an overall A-D segment grade for RMBS due diligence.
- [Sales Call & Voicemail Analysis](/agent-library/sales-call-voicemail-analysis/) — Turn a sales call or voicemail transcript into CRM-ready deal signals, objections, next steps, and a clean disposition - with a verbatim quote on every finding.
- [Self-Storage Property Extraction](/agent-library/self-storage-property-extraction/) — Turn one self-storage facility's owner financials and rent roll into a paste-ready, chart-of-accounts-mapped P&L and a unit-mix rent roll with occupancy, rate, RevPAF, and ancillary-income analytics, reconciled to the source.
- [Skin-Image Measurement (Vision)](/agent-library/skin-image-measurement/) — Turn a personal-care study's standardized skin photographs into clean, cited per-image measurements and change vs baseline - wrinkles, spots, pores, redness, texture, radiance, or perceived age - with a capture-quality gate on the front.
- [Subscription Document Processing and Investor Onboarding](/agent-library/subscription-doc-fund-operations/) — Turn every LP subscription agreement into a structured, validated investor file - eligibility, tax, KYC, and completeness checked.
- [T-12 Extraction](/agent-library/t12-extraction/) — Pull twelve months of trailing financials into a clean, cited NOI spread that is comparable across properties.
- [Tenant Insurance Certificate Review](/agent-library/insurance-certificate-review/) — Abstract a commercial lease's insurance requirements and the tenant's certificate of insurance, then verify every coverage, limit, additional insured, and waiver of subrogation against the lease - with a per-requirement compliance matrix, a ready-to-send correction list, and a renewal follow-up date.
- [Third-Party Process Compliance Review](/agent-library/third-party-process-compliance/) — Review a vendor's process documents, SOPs, and scripts for a consumer-facing activity against your business process and consumer financial services law - process-alignment, control coverage, UDAAP, and regulatory exposure into a severity-ranked findings register, a corrective-action tracker, and an overall compliance determination, every observation cited.
- [TRID Compliance Check — Loan Estimate to Closing Disclosure Reconciliation](/agent-library/trid-compliance-check/) — Reconcile a residential mortgage closing package for TRID compliance - every fee checked against its good-faith tolerance bucket, the LE and CD timing windows tested, APR accuracy screened, and any borrower cure computed, each value cited to 12 CFR 1026.19.
- [UCC Analysis](/agent-library/ucc-analysis/) — Extract equipment collateral from a lease or loan bundle and prep a clean, cited UCC-1 filing in minutes, not hours.
- [Underwriting Pre-Screen](/agent-library/underwriting-pre-screen/) — Before an underwriter touches a deal, confirm it is complete, clears the lender's eligibility box, and is worth their time - then route it to underwriting, decline, or request-info.
- [Utility Bill Extraction (AP)](/agent-library/utility-bill-extraction/) — Turn any utility bill - electric, gas, water, sewer, stormwater, or trash - into a clean, cited, footed AP record: usage recomputed from the meter reads, charges reconciled to the total, duplicates screened, master-metered costs allocated across units, and the bill GL-coded and exception-flagged.
- [Vendor Due-Diligence Questionnaire Review](/agent-library/vendor-due-diligence/) — Turn a completed vendor due-diligence questionnaire and its evidence into a control-area coverage checklist, a gap log, and an overall risk rating - framed on the 2023 Interagency Third-Party Risk Management guidance, every value cited.
- [Vendor Invoice Processing](/agent-library/vendor-invoice-processing/) — Turn any vendor invoice into a clean, coded, and validated AP record - header and line items extracted, cost allocated across properties, arithmetic footed, terms and tax reviewed, duplicates and PO match flagged, and a Post / Hold / Reject recommendation.