---
title: "Checklist: Approving an AI Agent for Loan File Review | Kolena"
url: "/lp/ai-review-checklist/"
description: "Download Kolena's checklist of the questions your risk committee will ask before approving an AI agent for loan file review, with good answers, red flags and a pilot design."
updated: 2026-11-06T21:10:40.839308+00:00
---

# Approving an AI agent for loan file review

## Why this checklist

- For everyone involved in choosing AI: the lending and operations leaders who champion it, and the risk, compliance, IT and vendor management teams who approve it
- Vendor-neutral questions you can use with any AI vendor
- Grounded in the 2023 interagency guidance on third-party risk and in model risk guidance (SR 11-7)