The first pass on a deal? A statement request? The routine questions taking up your afternoon?
Flolend gives your favourite AI agents access to authorised lending data and tools, so they can help with work inside your loan management system. Start with a useful task, choose the access you want to give and build from there.
Hand over a task
Works within the access and permissions you set.
01 / Credit assessment
Ask your agent to review the application, evaluate it against your credit rules and explain the outcome. It can help identify missing information and prepare questions for the borrower or broker.
What you get: a clearer starting point for review, with the gaps and exceptions brought forward for attention.
Your AI follows the credit rules and permissions you set. Build human review into the decisions that need it, while your agent helps with the information gathering, assessment and follow-up around them.
Assess ACME Example Limited against our credit rules.
I've checked the application against your credit rules. Two items need attention before review:
Decision stays with your credit team
02 / Client replies
Give your agent a client’s question and ask it to check the relevant loan records before preparing a reply. It can draft an email or SMS in Flolend and, with the appropriate sending permissions, send permitted communications.
What you get: less time piecing together the history and writing the same explanations again.
Connect your email service to your AI agent so it can read broker and borrower enquiries, look up the relevant information in Flolend and prepare a reply. With the right permissions and setup, it can send permitted replies too.
Help me answer this client.
John Doe, ACME Example LimitedCould you confirm when my next repayment is due and how much it will be?
Here's a reply based on the loan record:
Hi John, your next repayment of $449.50 is due on 10 November 2026 and will be collected by direct debit as usual.
03 / Documents
Ask your agent to create a statement document in Flolend and open it for review. It can help prepare and even send the accompanying response, so a routine request is easier to handle.
What you get: less searching through files when a client needs a document.
Create the September statement for ACME Example Limited and draft a covering email.
The statement is ready in Flolend for you to review, and the covering email is drafted.
1 Sep to 30 Sep 2026
04 / Daily briefing
Have your agent review accessible loan records, identify outstanding tasks or conditions, and help prepare follow-ups. Turn a long list of records into a practical starting point for the day.
What you get: a useful briefing and less time working out where to begin.
Show me what needs attention.
Here's what needs attention today:
The follow-ups are drafted for you to check before anything is sent.
05 / Workflows
Explain the process you want to improve. An AI agent can help create or update workflows using Flolend’s available triggers and actions.
What you get: a more efficient way to shape your system around how your team works.
When a loan is first funded, book a 30-day check-in and draft a welcome email.
Done. I've set this up with Flolend's triggers and actions:
What’s next
AI is moving beyond answering one request at a time. Picture an autonomous agent that works alongside your team around the clock, picking up routine work as it arrives and using Flolend’s tools to move it forward.
You teach it how your business works: your credit rules, your templates, the way you like a reply written. Each new skill expands what it can take on, from sorting the overnight inbox and chasing missing documents to preparing tomorrow’s briefing and keeping loan records up to date.
Over time, parts of your business start to run themselves. The guardrails stay in place: the agent works within the access you grant, and approvals, credit decisions and funding stay with your people.
New enquiry: $650,000 for a rental purchase in Hamilton. Is this something you can help with?
A new broker enquiry. Before setting anything up, I'll check whether this borrower is already in Flolend.
New application for ACME Example Limited. Can you assess it against our credit rules?
While credit reviews the deal, I'll draft a reply so the broker hears back first thing.
Assessed. Six rules pass. Valuation evidence is missing, so I've added a question for the broker.
I'll fold the valuation request into the reply, so Sam gets one clear email.
Questions
MCP stands for Model Context Protocol. It is a way for compatible AI tools to connect to applications. In Flolend, it lets an authorised agent work with lending records and defined actions, rather than relying only on information you copy into a chat.
Access is configurable, and most actions can be carried out by an agent. Other steps, such as discharging a loan and security have their own confirmations, permissions or staff-only boundaries. We’ll show you what is available for the workflow you want to build.
Less admin. More lending.
Tell us what takes up time in your lending day. We’ll walk through how Flolend and an AI agent could help.
