All screens/M0260-Second Soft Quote (Eligibility Checker)/Eligibility rule config (via M08)Admin18 / 147
Search cases, loans, people ⌘K
60-Second Soft Quote (Eligibility Checker)

Eligibility rule config (via M08)

Items

  • 6 questions max
  • Auto-fill from Companies House
  • Instant knockout rules (dissolved, too new, excluded sector) with kind, specific explanations and alternatives
  • Indicative offer band
  • Optional 'boost my quote' — connect Open Banking now for a firmer pre-approval
  • Lead capture with explicit consent; save-and-resume link by email

Eligibility rule config (via M08) · draft v14

Unpublished
IFmonthly_credits_avg<£8,000thenKnock out
IFtrading_months<6thenKnock out
IFshort_term_lenders≥3thenRefer
IFccj_unsatisfied>£1,000thenKnock out

Preview / simulation

71%
Approve
-2.4pp
vs live

Backtested on last 1,000 applications in 11.2s.

Publish

Request approval