The problem
Funders page through every deal jacket by hand, and vague send-backs for missing documents leave dealers waiting and frustrated.
What changes
- Clean deals funded within your policy
- Precise defect lists dealers can act on
- Contracts and product forms checked every time
Full specification
The complete specification for Stipulation Clearing & Funding Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation