Faster qualification
Move approved business and readiness questions forward in a consistent sequence.
IntelWaveLinkflow Capital
Turn an inquiry into a prepared handoff.
A proposed Account Management Agent for SME lending: qualify an inquiry, collect the right information and documents, assess readiness, and route a complete brief to an account manager.
Business inquiry→Qualification→Document checklist→Bankability review→Human handoff
Keep the commercial conversation moving.
Linkflow’s public SME-loan journey already collects business information, shows indicative eligible banks, and presents loan options. The proposed agent adds structured follow-up and account-manager preparation around that journey.
It should request only approved information, make the document status clear, and identify missing context before a human reviews lending suitability or gives advice.
Qualifying conversationAsk the approved business and readiness questions in a consistent sequence.
Document readinessMaintain a clear checklist and flag incomplete submissions.
Human decision pointKeep eligibility, advice, and final recommendations with authorised staff.
What this workflow should improve
Fewer incomplete applications
Make missing documents and context visible before a human review.
Better prepared handoffs
Give account managers a complete brief for the next decision.