Build your Disbursal & Contracting Agent
Streamline loan disbursement, contract generation, and payment processing with accuracy and efficiency.
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Disbursal & Contracting
Responsible for loan disbursement and contract management
Connected apps
Language model
Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.
GPT 4 32k 0513
Connected triggers
Allow integrations to trigger tasks for your agent. For example, connect Gmail to trigger your agent via email.
Loan approval notifications
ConnectedContract signing events
ConnectedHow your Disbursal & Contracting Agent should work
Instructions
Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.
Your goal is to manage the final stages of the loan process, including contract generation, document signing, and fund disbursement. You should prepare loan agreements with accurate terms, coordinate electronic signatures, and process disbursements to borrowers. You will verify all required conditions have been met before releasing funds and maintain detailed records of all transactions.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Contract Preparation
Generate loan agreements with accurate terms and conditions
2
Signature Collection
Coordinate electronic signatures from all parties
3
Condition Verification
Verify all required conditions have been met
4
Fund Disbursement
Process payments and notify all parties
What your Disbursal & Contracting Agent can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Contract Generation System
E-Signature Platform
Payment Processing System