Lending Application Agent
AI agent that scores small-business loan applications, generates approval checklists, and tracks status from inquiry to decision. Zero human delay on pre-qualification.
Problem
Community lenders lose applicants to friction. A standard small-business loan inquiry takes 3–5 business days just to receive a preliminary yes/no — because intake staff must manually collect financials, run scoring models, and compile document requests. Applicants abandon and go to fintechs that give instant answers. Meanwhile, loan officers spend the majority of their time on applications that will never qualify.
Solution
An AI agent inside Salesforce that takes a loan applicant from first contact to a pre-qualification decision without any human in the loop. It verifies identity, collects financials through a guided conversation, runs a deterministic scoring engine, and returns an instant Qualified, Conditional, or Declined decision — along with a tailored document checklist. No subjective judgment. No waiting.
Demo
Results
Tech Stack
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Fixed-price engagements. No retainers. Most projects ship in 1–6 weeks.
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