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Alto Capital
Useful AI Agents
DashboardAI AgentsLoansDocumentsInsuranceRecorded MortgagesTitle PoliciesCovenantsAlerts
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Alto Capital
Demo Mode
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Alto Capital
Welcome to Useful AI Agents

AI Agents

Purpose-built assistants for the Alto Capital loan operations team. Pick an agent to run a scan, analyze a document, or generate a report.

Portfolio scan
Insurance Gap Tracker

Scans the active loan portfolio and flags loans with missing or expiring hazard, flood, or liability coverage.

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Document input
Insurance Policy Analyzer

Extracts coverage limits, deductibles, named insureds, mortgagee clause and effective dates from uploaded policy documents.

Open agent
Document input
Document Report Generator

Produces a concise executive report from any uploaded loan document — borrower, collateral, terms, risks and recommended actions.

Open agent
Portfolio scan
Recorded Mortgage Tracker

Reviews recorded mortgage status per loan — county, recording date, book/page/instrument — and surfaces items still pending.

Open agent
Portfolio scan
Final Title Policy Tracker

Compares title commitments against final title policies and surfaces outstanding requirements and open exceptions.

Open agent
Portfolio scan
Covenant & Compliance Monitor

Monitors financial covenants and reporting deadlines, highlights upcoming due dates and potential breaches.

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Run history
No agent runs yet.