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Bring income, existing debt and repayment history into one application view, so credit teams can apply the bank’s policy with the evidence at hand.
Example systems
Salesforce
Outlook
Google Drive
SlackFinancial services
Bring repayment evidence into credit decisions, resolve missing documents and keep customers informed.
01 / Credit underwritingExample workflow
01 / Credit underwritingExample workflow
01 / 03Application received
Ask Milo to bring verified income, repayment history and existing debt into an application brief.
Verified records
Current commitments
Credit record attached
02 / 03Evidence checked
Milo compares the proposed payment with existing commitments and the bank’s rules, then attaches the evidence for the credit team to review.
Illustrative proportions
03 / 03Decision recorded
The bank approves the application under its policy. The decision retains the evidence and checks behind it.
Evidence stays with the decision.
Ask Milo to bring verified income, repayment history and existing debt into an application brief.
Verified records
Current commitments
Credit record attached
Milo compares the proposed payment with existing commitments and the bank’s rules, then attaches the evidence for the credit team to review.
Illustrative proportions
The bank approves the application under its policy. The decision retains the evidence and checks behind it.
Evidence stays with the decision.
Reported Hexagon customer result
−40%A bank used Hexagon to combine income, repayment history and existing debt when assessing borrowers’ ability to repay.
Build this workflow with us02 / Account opening
Milo checks the received files against the bank's checklist and drafts a precise request for the missing item, ready for staff review.
OutlookGoogle DriveAccount systemPlease provide the authorized signatory record for this business account application through the bank’s secure document channel. We have received the company registration and address documents.
| Item | Status |
|---|---|
| Company registration document | Received |
| Registered business address | Received |
| Authorized signatory record | Missing |
03 / Transfer status
Milo reviews the permitted case details, identifies the missing information and drafts a customer update plus a handoff for the payments specialist.
WhatsApp
ZendeskPayment systemWhatsAppIllustrative workflowReview this pending transfer and draft the update for our customer.
Suggested reply: Your transfer is pending additional information. The case does not specify the missing document, so a handoff is ready for a payments specialist to confirm the requirement through your secure account channel.
ONE COMPANY. CONNECTED WORK.
Keep the customer’s request, the team’s decisions and the work already done connected through your company brain.
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