Items
- Offer builder from decision
- Offer page
- Accept / decline / ask a question; offer expiry with reminders
- Agreement generation from legal templates (merge fields, clause toggles per product) → PDF
- Personal guarantee documents per director; multi-signer envelope with signing order
- E-signature (Dropbox Sign / DocuSign / Yousign — ADR), embedded signing, webhooks, signed PDF + certificate archived
Template manager · draft v14
UnpublishedIF
monthly_credits_avg<£8,000thenKnock outIF
trading_months<6thenKnock outIF
short_term_lenders≥3thenReferIF
ccj_unsatisfied>£1,000thenKnock outPreview / simulation
71%
Approve
-2.4pp
vs live
Backtested on last 1,000 applications in 11.2s.