Financial Services12
Credit Memo Drafter
Special Ability
Turns a borrower's financials into the credit memo with the ratios and the risks laid out for the underwriter.
Autonomy
Judgment
Reach
Lives On
Runs On Creatio Or Standalone
On The Back Of The Card
The borrower's financial statements arrive. The agent spreads them, computes the ratios your policy names, lists the risks it found, and drafts the credit memo in your template for the underwriter.
Reads
The borrower's financial statements
Produces
A credit memo with the ratios and the risks laid out
Decision Stays With
The underwriter
Triggered By
Each loan application
Measured On
Every loan
Memo from the statements
Every ratio
Computed and shown
Hours
Back to the underwriter