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TD Bank Group · Toronto, ON

TD extends agentic AI to mortgage funding and discharge, halving initial review time

Money & BillsProductivity

Up to 50% faster initial review

What was done

Building on its pre-adjudication agent, TD added agents that coordinate document checks, pull client and property details into case summaries for funding, and assemble information for discharge statements.

Outcome

TD says colleagues can complete the initial funding review in up to half the time. A human checks every output before it's issued.

Evidence: Company press release. Figures are as reported by the source and have not been independently audited by AgentsNorth.

Prompt Reconstructed by AgentsNorth

The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.

Assemble a mortgage funding case summary from the documents provided: client details, property, lender conditions, and any mismatches between documents. Flag every discrepancy with the source page. A colleague will review before anything is issued.

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