A runbook runs a whole job.

From the first document to the final signature. Every step is a workflow run by agents, and every gate is one of your people.

6 runbooks, 25 workflows

One borrower, from the first document to a signed committee decision. 5 workflows, then the committee.

Step 1 of 5

Borrower intake

Requests the pack, chases what is missing and checks every document against the list for the borrower's type, until the file is complete.

Inputs

The application, and the document list for the borrower's type

Output

A complete pack, every document named and dated

Gate

The committee, at the end of the runbook

the pack

confirmed figures

the rating

the draft memo

the verified memo

Each starts from a runbook we have built before, fitted to how your people work.