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AI Loan Officer
Responsible for processing loan applications and decisions
Connected apps
Language model
Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.
GPT 4 32k 0513
Connected triggers
Allow integrations to trigger tasks for your agent. For example, connect Gmail to trigger your agent via email.
Loan application requests
ConnectedWebsite activity database
ConnectedHow your AI Loan Officer should work
Instructions
Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.
Your goal is to analyze loan applications and provide recommendations based on applicant data and credit history. You are able to handle one-off requests and recurring report creation. You can only use data provided to you or from public sources by request.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Instruction
Read and extract key details from the loan application
2
Action
Analyze credit score, income, and debt-to-income ratio
3
Output
Generate loan recommendation with explanation and risk assessment
What your AI Loan Officer can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Fetch data from Core Banking System