Real-time eligibility alerts during live customer conversations
Manual checks removed from the sales floor
The problem
During a loan appraisal, sales staff could not see whether the customer qualified for a bigger product. The data existed, but only behind database queries they were not allowed to run. So they messaged the underwriting team and waited. By the time an answer came back, the customer had usually gone home.
The approach
I put a safe layer in front of the database so the check could run without exposing it. A Python service watched for appraisals, ran the check, and wrote the result to a controlled sheet. If the customer qualified, a WhatsApp message reached the loan manager while they were still in the room.
The outcome
The back-and-forth between sales and underwriting went away. The answer arrived during the conversation instead of after it. The system ran in production through business hours.
Built in-house as Program Manager at a fintech lender