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Lending Agent

Live simulation

The simulation is at https://lending-agent.vercel.app.

The 60-second tour

Section titled “The 60-second tour”
  1. Open the URL and click I’m an installer.
  2. Click the microphone (or type) and say: “Seventeen and a half thousand pounds solar plus battery, ten percent deposit, customer is Sarah, sarah at example dot com, oh seven seven hundred nine hundred one two three.”
  3. Watch the right-hand panel populate with project and contact facts as the agent extracts them.
  4. Click Open customer view when the customer link card appears.
  5. As Sarah, walk through the journey: I understand the status disclosure, all four eligibility yes, pick a term, skip the email opt-in, fill the application details (any fake values are fine), skip vulnerability or tick a couple, grant credit search, confirm pre-contract.
  6. Watch the waterfall narrate. Accept the offer when one comes in, or pick “Try the next lender” if you get a counter.
  7. Click View compliance audit log to inspect the audit dashboard.
  8. Click Run statistical replay to see compliance scoring across the disclosures.

Demo controls

Section titled “Demo controls”

Append ?demo=1 to the customer URL to expose a control bar at the bottom of the chat. Three controls:

  • Trust mode: high (default, inline disclosures) vs low (disclosures render on a broker-hosted surface). See Trust gradient.
  • Waterfall scenario: auto / clean (lender 1 approves) / counter (lender 2 counters) / decline (all decline). Lets you walk a stakeholder through different outcomes without resetting.
  • Audit log link: opens the audit page with the current session seed pre-loaded.

Combine them. Open the same session in two tabs with different ?trust= values to demonstrate inline-vs-broker-hosted disclosure rendering side by side.

Side paths to explore

Section titled “Side paths to explore”

Withdraw. Click “Leave for now” in the page header at any step. Confirm. The chat locks with a paused-state card. Open the audit log; the case outcome records the withdrawal with timestamp.

Ineligible. Restart the journey and answer No to any of the four eligibility questions. The agent moves to the ineligible path with a plain-English explanation and signposts to alternatives. No credit search runs.

Refusing consent. Reach the credit search consent step and click Refuse. The agent acknowledges and asks if the customer wants to stop or think about it. No application is submitted.

Counter-offer flow. With ?demo=1, set waterfall to counter. Lender 1 will decline, lender 2 will offer at a different APR. You’ll see the counter-offer card with two buttons: “Accept this offer” or “Try the next lender”.

Vulnerability flag. Tick one or more indicators on the vulnerability card and add a free-text note. The agent acknowledges plainly without lecturing. The flag appears in the audit log under “Vulnerability flagged”.

What you should NOT do

Section titled “What you should NOT do”
  • Don’t enter real personal data. This is a public demo and case state is preserved in URL-borne seeds. Use fake names, fake DOBs, fake postcodes (the lookup is mocked).
  • Don’t expect emails or SMSs. Nothing is actually sent. The email opt-in records the preference in case state but no message goes anywhere.
  • Don’t expect a real credit search. The waterfall is a deterministic mock. Counter-offers and declines are scripted by the demo scenario, not produced by a real underwriting model.

Want a deeper run?

Section titled “Want a deeper run?”

Once you’ve walked the happy path, go deeper: