The problem
Small business requests arrive incomplete and unscreened, so bankers spend time on deals that never fit the credit box while good ones wait.
What changes
- Complete financing requests captured up front
- Early fit check against your products and credit box
- Structured opportunities routed to the right banker
Full specification
The complete specification for Borrower Intake & Prequalification 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