The problem
When the requested loan doesn't fit, applicants often walk away, and pricing exceptions and disclosure checks rely on manual review.
What changes
- More applicants accept a counteroffer
- Pricing that stays within policy and rate limits
- Accurate pricing disclosures and notices
Full specification
The complete specification for Risk-Based Pricing and Counteroffer 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