Case Copilot
An AI second set of eyes for underwriters, processors, and ops.
Mast Case Copilot brings agent-assisted decisioning directly into the origination workflow. It reads the case, checks it against your policy, surfaces the exceptions that matter, and drafts the next action for a human to approve. Every suggestion is grounded in the case data and the live rulebook, and every action is captured in the same audit trail as the rest of Mast.
What it does.
Case summarisation
Instant, structured summaries of applications, documents, and bureau data so underwriters start with context, not a blank page.
Policy-grounded recommendations
Every suggestion is tied back to a specific rule in your policy-as-code. No opaque model output, no hallucinated criteria.
Exception triage
The copilot flags what actually needs a human eye, ranks cases by risk and complexity, and hides the noise.
Document intelligence
Extracts income, identity, and property data from uploads, reconciles it against the application, and highlights mismatches.
Drafted next actions
Suggested conditions, referrals, and customer communications, ready for an underwriter to review, edit, and send.
Human-in-the-loop by default
The copilot proposes, a person disposes. Approval thresholds, overrides, and escalation paths are configured per product and per team.
Full audit trail
Every prompt, source, suggestion, override, and final decision recorded against the case. Reproducible for internal QA and regulators.
MCP-native
Runs on the same Model Context Protocol surface as third-party agents, so your controls, guardrails, and observability are consistent across every AI touchpoint.
Where it fits.
Underwriter copilots for residential, buy-to-let, and specialist lending
Processor assistants that chase documents and prepare cases for decision
Ops and QA copilots that sample and review completed cases
First-line broker support inside your origination workflow
Plays well with the stack.
Mast Origin case data, policy-as-code, and audit trail
Document, bureau, valuation, and fraud data already flowing through Mast
Your own LLM provider or Mast-hosted models, with data residency controls
Third-party agents via MCP, under the same policy guardrails
What good looks like.
Underwriters open a case with context, not a folder of PDFs.
The same policy interpretation on every case, at 3pm and at 3am.
Every AI action is grounded, logged, and explainable to a regulator.
See Case Copilot in action
Walk through your workflow with the team and see how it fits.
Get in touch