Conversationally captures a small business financing request, pre-screens it against the bank's credit box and product set (term loan, working capital LOC, SBA 7(a)/504, equipment finance), and hands a qualified, structured opportunity to a banker.
Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Collect business profile, use of proceeds, requested amount and term
Pull soft-pull bureau and business credit data
Match to eligible products and indicative pricing tiers
Detect knock-out criteria (time in business, industry exclusions, minimum revenue)