Free checklist for banks and lenders

Approving an AI agent for loan file review

The questions your risk committee will ask about AI agents, what a good answer looks like, the red flags, and how to design a pilot that gives your committee evidence instead of assurances.

Data handling: retention, model training, encryption and deletion
Accuracy tested on your own documents, against a bar you set first
An audit trail examiners can follow, and human sign-off
Third-party and model risk questions, plus a one-page checklist

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Rather see an AI agent in action?

Send us one of your review checklists or credit policies, and in a 20-minute working session we'll show you Kolena's AI agents applying it to sample loan files, with every finding cited. No borrower data needed.

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