The problem
SBA eligibility issues often surface deep in underwriting or at guaranty review, after significant time has gone into a deal that can't qualify.
What changes
- Eligibility issues caught before underwriting starts
- Borderline items flagged for officer review
- A documented eligibility record for every file
Full specification
The complete specification for SBA Eligibility Screening 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