Home loans are stressful. You upload documents, answer the same questions twice, and then…you wait.
Tidalwave, founded in 2023 by Diane Yu, just raised $22M to change that with agentic AI—software agents that verify data, triage issues, and keep borrowers informed in real time. (Source:
The company is building toward 200,000+ loans a year with direct Fannie/Freddie connections and multilingual help so borrowers get answers fast.
What’s New for Customer Success Leaders
Doers, not dashboards: agents gather, check, and submit data end-to-end so humans handle exceptions.
Instant checks, fewer loops: integrations cut the “send that again” ping-pong.
Transparency by default: real-time status + multilingual help reduce anxiety.
Reality check: AI won’t fix rates, but it slashes cycle time and cost where we can act.
If you’re mapping your first automation, skim the fast primer in AI Rewriting Customer Success to see how an AI-ready CS motion is organized before you build.
Want my copy-paste rollout, decision tables, status UX, and ROI slides you can drop into your next QBR?
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🔏Ship An Agentic Verification Flow In 30 Days (Copy-Paste Playbook)
Use this as your implementation worksheet. It turns “AI buzz” into a live journey your execs will fund.