Borrower demo

Borrower onboarding

This screen captures business basics and loan context before any freeform chat happens.

Pilot briefMarketing site

Packet intake

This draft is shared across the borrower flow, partner packet view, and readiness assistant so the demo reflects the current packet context.

Why this screen matters

Locks the borrower into one checklist template

Creates the first draft for narrative fields

Lets partner staff spot obvious mismatches early

Next in the flow

Move from intake to the checklist.

Once intake is complete, the borrower should land in a checklist with grouped document requirements and clear status labels.

Open checklistSkip to uploads