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Credit Policy · Underwriting · Lending · Salesforce · AI Agents0:26

Is This Application Inside Policy?

Credit policy lives in a document; underwriters apply it from memory. Upload the policy and the rules write themselves, then every application is checked against them: rules within policy, findings that require review, and the ones that fall outside. The screen shows exactly what the agent did and why. Five underwriting POCs shipped for Fundingo, each under a week from build to demo.

Transcript

Narration

Is this application inside policy? That is the question an underwriter answers from memory, against a document nobody has time to re-read.

Upload the policy and the rules write themselves. The policy rule workspace turns written credit policy into structured, testable rules: mission and relationship fit, products and loan amounts, geography and borrower location, operating history, industry restrictions, debt service coverage.

Run it and you see what the agent did, on one screen. Rules within policy. Findings that require review. The exceptions that fall outside policy, flagged before a credit decision gets made.

Built fast, built to sell. Five underwriting proofs of concept shipped for Fundingo, each under a week from build to demo.

On-screen copy

Is this application inside policy? Policy exceptions require review: outside policy. Upload the policy. Rules write themselves. Policy Rule Workspace. Rule definition, structured evaluation. What the agent did, on one screen. Results, Fundingo: built fast, built to sell. 5 underwriting POCs shipped for Fundingo. Under 1 week each, from build to demo.

Demo data, Fundingo walkthrough. Source: aventary.com/work. No voiceover in the clip, music bed only.