SBA Loan Readiness Bot
Jacquelyn Vera
40+
Conversations
Analyzes client files to assess SBA loan readiness and generate structured summaries with persistent scaffolding.
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ChatGPT Bot
Custom bot powered by ChatGPT technology. May behave differently from regular ChatGPT.
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Created by Jacquelyn Vera
Third-party developer
Try These Prompts
Click on an example to start a conversation:
- Review this client's financials for SBA 7(a) readiness
- Evaluate for a Bank Term Loan with SmartBiz criteria
- Is this business eligible for a line of credit?
- Generate a session summary for this client
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