Lending Platform

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  1. Lending Platform
  2. Proto assistance
Reference

Put an AI agent to work in Lending Platform

Use Proto to inspect a lending case and prepare the next human handoff.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Credit Officer: Find applications in review, gather linked evidence and identify receipts that need follow-up.
  • Independent Credit Approver: Present the submitted revision, borrower, requested amount and decision history for review.
  • Auditor: Trace an application from its decision through provider evidence, account movement and repayment event.
  • App Administrator: Check organization and membership records before the next operating cycle.

What stays with a person

  • Proto can help a person inspect linked records and prepare a review.
  • A human Independent Credit Approver makes the credit decision.
  • The provider's actual response determines whether an account action happened.
  • Ask a person to verify uncertain effects before changing a confirmed outcome.

Proto can help a person inspect linked records and prepare a review. A human Independent Credit Approver makes the credit decision. The provider's actual response determines whether an account action happened. Ask a person to verify uncertain effects before changing a confirmed outcome.

Set up Lending Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started