Funding Products OfferedCatalog control
Which funding products do you offer clients?
6 of 8 enabledToggle products on or off. Disabled products won't appear in the client's Funding pre-qualification or eligibility view.
Business line of credit$10K – $250K · most popular product
Business term loan$10K – $500K · 12-60 month terms
Business credit cardRequires DUNS · soft-pull pre-qual
Personal credit cardThrough partner network
SBA loanRequires 6+ mo history & tax returns
Equipment financingAsset-backed · 24-72 month terms
Invoice / AR financingFactoring & receivables · B2B clients only
Merchant cash advanceHigher cost — disabled by default for compliance
AI Chatbot Knowledge{auto-served to clients}
KB Entries
11
— topics covered
Asked This Mo
384
▲ client questions
Top Topic
Disputes
— 42% of questions
Escalated
8
▲ sent to specialists
Knowledge Base Entries
Each entry teaches the chatbot how to answer one type of question. The AI matches client questions to these entries and serves the answer instantly.
| Topic | Keywords (triggers) | Answer (preview) | Asked | |
|---|---|---|---|---|
| Disputes & bureaus | dispute, letter, round, equifax... | Disputes go through up to 3 rounds. Round 1 sends a customized letter per bureau... | 161 | |
| Timelines | how long, take, when, timeline... | Typical timelines: bureau response 14–30 days · negative item removal 31 days... | 92 | |
| Tradelines | tradeline, authorized user, seasoned... | A tradeline is a credit account on your report. We offer 3 types: Primary, AU, Business... | 47 | |
| Funding | funding, loc, loan, sba, approval... | To improve funding readiness: complete your pre-qualification form... | 38 | |
| Business credit | business credit, duns, ein, vendor... | Business credit is built in 7 steps: form your entity, get EIN, open business bank... | 24 | |
| Personal credit | personal credit, fico, score, utilization... | Personal credit improves through 5 key levers: payment history, utilization... | 11 | |
| Security & privacy | security, privacy, encryption, safe... | All data is encrypted at rest with AES-256 and in transit with TLS 1.3... | 7 | |
| Payments & billing | payment, billing, renew, subscription... | Subscriptions renew automatically each month. If a payment fails... | 4 |
Showing 8 of 11 entries · View all
Recent Unanswered Questions
3 need answersQuestions clients asked that the chatbot couldn't match — train it by adding a new Q&A.
?
"Do you remove medical collections?"Asked 3 times this week
Add answer?
"Can I refer a friend?"Asked 2 times this week
Add answer?
"What states do you serve?"Asked 1 time this week
Add answerEscalation Settings
When the chatbot can't answer, control how it escalates to your team.
Auto-escalate to specialistIf no KB match found within 1 attempt
Notify admin on escalationEmail alert when client question goes to team
Log all conversationsFor compliance review & training the bot
Confidence thresholdMinimum keyword match required to respond
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