Criteria AI searches lender policy with structured rules, RAG, and GraphRAG. Broker Copilot answers case status, fact-find gaps, and drafts suitability letters. Neither should silently submit or commit the firm.
Neural Finance’s HITL task hubs make the collaboration explicit: AI agents prepare the work; human brokers review, approve, or take over.
That pattern keeps speed gains without giving away accountability — the standard clients and regulators expect.