1st Q
Powerful AI tools to advance a green loan officer to the level of the most experienced in the nation

Description
Built out an agentic workflow to handle a number of adminstrative and operations tasks, relieving our back office staff of ~75% of their usual queries to respond to. But, more excitingly, enabling originators and processors the ability to quickly qualify and borrower based on their info and our investor guidelines, and not only that but find strategies to make the deal work most advantageously for the borrower whether thats restructuring debt, loan terms, or better product selection.
Features
Key functionalities and achievements
- Context-aware conversation handling
- Insightful UI streaming
- Integration with external knowledge bases
- Real-time response generation
- Conversation history analytics
- Deal making and deep reasoning
Technologies
Tools and frameworks used
Nextjs
Python
MongoDB
FastAPI
OpenAI Assistants
Linear Programming
Links
Project resources