Skip to content
Agentic 10-K

AI agents in Mortgage Bankers & Loan Correspondents

3 companies in SIC 6162 (Mortgage Bankers & Loan Correspondents) have AI-agent language in SEC filings since 2025-01-01; 2 have at least one model-judged first-party deployment.
CompanyStageFunctionsMkt capFilingsLatest
PennyMac Financial Services, Inc.PFSIScalingCustomer service, Sales & marketing$3.2B12026-07-29
Rocket Companies, Inc.RKTDeployedFinance & accounting, Legal & compliance$30.7B42026-05-07
UWM Holdings CorpUWMCMentions onlyCustomer service, Legal & compliance$369M12025-12-17