AI-native software holding company

We build the software for the age of agency.

An operating company that builds, holds, and compounds AI-native software, where the software does the work. Our first line off the floor is ORA: the operating system that turns $14.7 trillion in home equity into a workflow any loan officer can run.

Live in production with a national mortgage lender
Built on the infrastructure behind modern fintech
ConvexWorkOSAnthropicQuantumReverseTwilioResend
The thesis

Software stops being a tool. It becomes an operator.

For forty years, software waited for instructions. The age of agency ends that: the system now reads, decides, drafts, and advances the work itself. Agency Age builds companies on that single premise.

01

Build from inside

We don't theorize about an industry, we operate in it. ORA's first user is its founder, a licensed originator writing live loans. Customer zero by design.

02

Hold, don't flip

Agency Age is a holding company. We build software businesses to keep and compound, not to sell the moment they begin to work.

03

Compress the stack

Each company replaces a sprawl of legacy tools with one autonomous system. ORA collapses a $1,613/LO/mo stack into $70, a 23× compression.

$14.7T
U.S. home equity held by owners 62+
NRMLA / RiskSpan RMMI, Q3 2025 record
640K
licensed loan officers who can now offer reverse
23×
lower tech cost per loan officer
8
modules, one autonomous line
RA Orchestrated·Reverse·Automation
The flagship — ORA

The Ford Assembly Line for reverse mortgages.

For lenders & loan officers

One autonomous system runs the entire pipeline, lead to funded. The work that took a dozen tools and a dozen logins now runs on one line.

ORA · Assembly Line CompleteIn motion
Lead
Captured & scored
Lead EngineReferral CRM
Prospect
In motion
Reverse ProspectScenario CoachCall Coach
In Process
Underwriting
ProcessorArtifacts
Funded
Closing & beyond
Compliance ConsoleAsset Studio
Eight modules, one line, built first for reverse, engineered to scale to all specialty lending.
Request a demo →
The consolidation

Ten tools, ten logins, ten invoices, replaced by one.

Today's origination stack is a patchwork bought one vendor at a time. ORA consolidates it into a single system — and runs alongside the LOS you already keep.

For lenders & IMBs
Total Expert
Velocify
Vidyard
Mailchimp
Blend
Surefire
DocMagic
BombBomb
InstaCoach
Dial-IQ
consolidate into
ORA
One autonomous operating system for the entire reverse-mortgage line.
8
modules
$70
/ LO / mo
1
login
$1,613 / LO / month  →  $70 / LO / month  ·  a 23× compression
LOS-agnostic

Keep your LOS. Run ORA right alongside it.

ORA isn't your system of record — it works with the one you already run. A novel Chrome extension, ORA Bridge, moves data from your systems into ORA without a full API integration: snip a region or scan a screen and it lands in ORA, PII auto-redacted, while your LOS stays open side by side. No integration project. No IT ticket. Day-one simple.

ORA Bridge docked beside your LOS — snip a field, it's redacted in your browser, then routed to your ORA prospect. No API.
/ 01

Snip or scan

Drag a box over any field, or scan a whole screen. ORA Bridge reads what you see — on any web-based LOS, CRM, or lead source.

/ 02

Redacted in your browser

SSN, date of birth, and account numbers are masked before anything leaves the page. Each capture keeps a screenshot and its source.

/ 03

Side by side

ORA Bridge tiles your LOS and ORA together — work both at once, no tab-juggling, no re-keying, no integration project.

Works with the systems you already run
EncompassICECalyxByteProReverseVisionQuantumReverseSalesforceVelocify+ any web-based system
Agent VOS
The intelligence layer

An autonomous workforce inside the operating system.

Agent VOS is the intelligence layer beneath ORA and the agentic OS it runs on. A dispatcher orchestrates teams of AI agents — an Orchestrator, department heads, and specialists — that read the file, reason against the rules, run the math, and return a decision with its evidence and a full audit trail. It assists and learns: every human override trains it.

Explore Agent VOS
Agent VOS · Autonomous UnderwriteRunning
Orchestrator
Underwriting — Dir. Victor
Borrower agent
Collateral & valuation
QC reviewer
Compliance & QC
Closing & Funding
Conditions draftedEvidence linkedAudit loggedHuman review pending

Autonomous underwriting

For reverse mortgage (HECM), Agent VOS runs a complete review — parsing documents; assessing borrower, property, and collateral; checking compliance; computing the math; and drafting conditions with its reasoning. Days of manual review arrive in minutes as comparison intelligence on the underwriter's desk, a human in the loop on every final call.

Autonomous orchestration, any business

The engine is process-agnostic. Swap the process pack and the same agents orchestrate insurance claims, vendor onboarding, sales QA, or compliance audits — intake to decision to action — across the systems a business already runs. Built first for mortgage, engineered for everything.

Multi-agent dispatchDAG workflow engineMulti-LLM with fallbackPII vault & redactionFull audit trailHuman-in-the-loop learning
Nicholas Petrillo, founder of Agency Age Holdings and a licensed reverse-mortgage originator Customer zero
Built from inside
"I'm a licensed originator. I write reverse loans every day. ORA is the system I built to do my own job, and now it runs the whole line."
Nicholas Petrillo · Founder, Agency Age Holdings · Licensed loan officer · NMLS #1181611
For investors & acquirers
Live in production
Running real pipelines for a national mortgage lender today.
Used daily by its maker
Every feature is dogfooded on live loans before it ships.
Compliance-first
Built inside a regulated industry, not retrofitted for it.
Pricing

You pay as the work advances.

No per-seat tax on tools nobody opens. ORA charges per graduation through the line, so cost tracks the value created.

For lenders
Per prospect
$3.50
when a lead becomes a worked prospect
Scenario modeling, AI coaching, and the full prospect workspace.
Per file in process
$35
when a prospect enters processing
Processing, document automation, compliance, and closing support.

On an $8,000–$15,000 origination, ORA's take is roughly 0.03%. We win when you fund, not when you log in.

Security & Compliance

Built for the most scrutinized product in lending.

ORA is a software platform lenders use to originate reverse mortgages. ORA is a technology vendor, not a lender — the lender owns regulatory compliance; our job is to give your team the tooling and controls to support it, with security built into the foundation.

For lenders, security & vendor-review teams
Security
Encryption everywhere. Borrower data is encrypted at rest (AES-256) and in transit (TLS 1.2+), inherited from our underlying infrastructure.
Identity & least-privilege access. Authentication runs on WorkOS AuthKit; role-based guards scope every action. MFA is available through the identity provider.
Per-tenant isolation. Each lender's data is isolated; access returns "not found" rather than revealing whether a record exists, designed to defeat enumeration.
AI-data safety. Per-organization AI keys keep tenant data isolated; we minimize PII sent to models, sanitize against prompt injection, and never persist call transcripts.
Compliance
Tooling to support the lender on GLBA, CFPB (UDAAP/RESPA/TILA), HUD/FHA HECM, NMLS state licensing, NYDFS, state privacy (CCPA/CPRA), TCPA & call-recording consent, and fair-lending awareness.
License-aware publishing. Per-officer, per-state license tracking gates the marketing ORA generates, holding back out-of-license content.
DNC scrub & consent capture. Lead imports can be screened against Do-Not-Call and litigator lists; a state-aware consent gate prompts before call recording. The lender owns all outreach decisions.
Disclosures & audit trail. Required NMLS/license disclosures render on generated materials; borrower-touching actions write to an append-only event log.
Built on US-based, audited infrastructure
Convex SOC 2 II WorkOS SOC 2 II Anthropic SOC 2 II OpenAI · transcription Vercel Resend Quantum Reverse
i

On our own program: ORA does not yet hold its own SOC 2 or other security certification — an internal governance, risk & compliance program is in progress. Our subprocessors' SOC 2 Type II reports cover their services, not ORA's; inherited certifications are not a substitute for our own.

The holding company

ORA is line 01. The age of agency is wide.

Agency Age Holdings builds, holds, and compounds AI-native software businesses. Each one takes a high-value, high-friction industry still run by hand and replaces the line work with an autonomous system.

For investors & partners
01
ORA
Orchestrated Reverse Automation. The operating system for reverse mortgage.
Live in production
02
Agent VOS
The intelligence layer for the agentic OS. Autonomous underwriting, and orchestration for any business.
In pilot
03
The next vertical — insurance, title, claims — built on Agent VOS.
Reserved

The age of agency is already in production.

See ORA run a live reverse-mortgage pipeline, or talk with us about the thesis behind the holding company.