Small Business Lending Pipeline Agent

Small business loan leads cool off between the first meeting and a finished application. The agent tracks each lead through meeting, document request and submission. It uses the lender's checklist to list what a lead still needs, such as tax returns, a profit and loss statement or a debt schedule. It finds leads that have stalled for several days, drafts a short follow-up that asks for one thing, and adjusts the next step after the reply. When documents arrive, it checks them against the checklist and reports gaps. The manager approves outreach before it is sent. Edge case: a baker sends two years of returns when three are needed, and the agent asks for the third.