Target Workflow
The minimal useful copilot usually answers three questions:
- What is the current state of the deal?
- What has already been sent or discussed?
- What should the broker do next?
Recommended Architecture
Suggested Tool Sequence
- Read the deal and its financial context
Pull the deal record alongside deal financials.
Your agent has grounded context on the current state before it acts. - Inspect recent placements and term sheets
Fetch recent placements and any available term sheets for the deal.
You see which lenders are already engaged and where each one stands. - Summarize and recommend
Summarize the opportunity and identify the next recommended broker action.
The broker sees the opportunity, the trade-offs, and a concrete next action. - Review before write
If a write is required, show the exact change and request confirmation.
No placement, status change, or outbound message happens without approval.
Human Review Points
Keep the broker in charge
Use the model for synthesis and recommendation. Keep the broker responsible for final approval whenever a placement, status change, or outbound communication could affect a live relationship.
- Review before creating or updating placements.
- Review before summarizing or comparing term sheets for external sharing.
- Review before any outbound lender communication is triggered by an agent workflow.
Next steps