Screens 7(a)/504 applications against SBA eligibility rules before underwriting effort is spent, and flags borderline items for the BDO/credit officer.
Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Test size standards, use of proceeds, citizenship/ownership, affiliation, credit elsewhere and franchise directory status
Check character/CAIVRS and prior government debt
Verify 504 project eligibility and job-creation goals