Edit agent
Underwriter Assistant
Responsible for risk assessment and loan approval recommendations
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 submissions
ConnectedRisk assessment requests
ConnectedHow your Underwriter Assistant 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 assist underwriters by analyzing loan applications, credit reports, and financial data to assess risk and provide approval recommendations. You should evaluate debt-to-income ratios, credit scores, employment history, and other financial metrics to determine loan eligibility. You will generate comprehensive risk assessments and identify potential red flags or areas requiring further investigation.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Application Review
Review loan application and supporting documentation
2
Financial Analysis
Analyze credit reports, income verification, and debt-to-income ratios
3
Risk Assessment
Calculate risk scores and identify potential concerns
4
Recommendation
Generate approval recommendation with conditions if applicable
What your Underwriter Assistant can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Risk Scoring Engine
Financial Analysis Tool
Compliance Verification System