Loan Pre-Qualifier
- Collects salary, employer and liabilities
- Checks product criteria and debt burden limits
- Hands qualified applicants to a relationship manager
Built from: Front Desk, Checks and Compliance
Never alone: Approve or decline credit
Each agent is a starting configuration built from the five modules. Mapping decides what yours reads, what it does alone, and where it stops. Every one escalates to a person when it is unsure.
Built from: Front Desk, Checks and Compliance
Never alone: Approve or decline credit
Built from: Document Intelligence, Checks and Compliance
Never alone: Restrict or close an account
Built from: Ops Autopilot, Front Desk
Never alone: Waive fees or change terms