Working sample
Requests go to the right partner
Every request comes in one way. Clear rules check it and rank the partners who can take it. A person confirms the hand-off.
Give every request one clear owner. This made-up sample makes no lending decision.
What comes in
A new request arrives with what it needs.
What it does for you
Sample rules check the fit and rank the partners who match.
Where a person decides
A teammate confirms where it goes.
What you get
The request has an owner and a status you can follow.
What it replaces
Spreadsheets and inboxes where requests wait for someone to notice them.
What it includes
- Permission to contact is asked once, on the form
- Rules first, then a score, with every reason shown
- A person confirms or changes the top pick
- Each hand-off is tracked until the partner confirms
Route one request
Weights: credit margin 50% · ticket fit 30% · past approval 20%
Ranked partners
- Partner A60
- Partner BExcluded
Hard rules: ticket outside range
- Partner CExcluded
Hard rules: region not served
Fictional applicants and partners. Rules and weights are the sample's, not a real policy.
More to explore
- In developmentOverdue accounts followed up for youCustomers who are behind get WhatsApp and voice reminders on a set schedule. Every promise to pay is saved; anything unusual goes to a person.Open the sample
- Working sampleBank statements checked line by lineEach finding on a bank statement points to the lines behind it. The totals are checked, and you make every decision.See the system
- In developmentOne owner for every inquiryEvery inquiry lands in one private list. One person takes it and closes it, and nobody overwrites anyone else's work.Open the sample
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