100+ AI agent use cases

Use cases for every business sector and function

Find use cases for AI agents that can transform the way you work.

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Accountants
Bookkeeping Services
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Commodities Trading
Compliance Monitoring Services
Construction Project Management
Content Creation Studios
Credit Repair Agencies
Customer Loyalty Program Managers
Customer Support Centers
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Ecommerce Retailers
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Event Planning Companies
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Function
Filter use cases:

Mortgage Brokers

Operations

Marketing & Communications

Customer Success & Support

Client Database Management & Segmentation

Create AI agents for:

Managing and segmenting client databases, identifying opportunities, and enabling targeted communications for ongoing engagement
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Mortgage Brokers

Marketing & Communications

Customer Success & Support

Sales

Lead Qualification & Nurturing

Create AI agents for:

Qualifying leads and nurturing prospects, providing education and follow-up to convert inquiries into clients
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Mortgage Brokers

Operations

Customer Success & Support

Post-Closing Follow-Up & Servicing Transitions

Create AI agents for:

Managing post-closing follow-up and servicing transitions, providing client education and ongoing support
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Mortgage Brokers

Operations

Legal & Compliance

Lender Submission Package Preparation

Create AI agents for:

Preparing and verifying lender submission packages, ensuring completeness and adherence to requirements through automated processes
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Mortgage Brokers

Operations

Customer Success & Support

Legal & Compliance

Post-Application Condition Clearing

Create AI agents for:

Tracking and clearing post-application conditions, communicating requirements, and verifying completion through automated processes
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Mortgage Brokers

Operations

Customer Success & Support

Legal & Compliance

Client Intake & Documentation Collection

Create AI agents for:

Streamlining the collection of client information and documents, ensuring completeness and accuracy through automated processes
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Mortgage Brokers

Operations

Customer Success & Support

Appraisal & Inspection Coordination

Create AI agents for:

Coordinating appraisals and inspections, tracking progress, and managing follow-up to ensure timely property valuation
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Mortgage Brokers

Operations

Customer Success & Support

Sales

Pre-Qualification & Pre-Approval Management

Create AI agents for:

Managing pre-qualification and pre-approval processes, generating estimates, and tracking approvals through automated analysis
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