Deployed in 1 client workflowHi, I’m
Theo
Loan Template Agent · monday agent for client teams
I check your task templates every day against SOPs and investor overlays, and send each proposed change to its owner.
monday work management
21 seconds, example data
What I do
- EVERY DAY, AND WHEN A TEMPLATE IS ADDEDI check the template
Every task against your SOPs, program standards and each investor's overlays.
- THENI research what changed
Filtered web research on program and investor rules. When sources conflict, I escalate.
- THENI propose the change
The template owner reviews each change before it reaches production, and I log every edit.
How I work
- 1Trigger
A daily scheduled check across every template I own, and a new template added to the template board with an initial prompt.
- 2Reads
The task template board, your SOPs, program standards and investor guidelines, the skills your team authored with CarbonWeb, and filtered outbound web research.
- 3Acts
I propose template changes to the template owner, stand up new templates from a prompt, escalate conflicting sources, and log every proposed and applied change.
- ✕Never
Act on a live loan file, move a loan through a stage gate, or step outside the templates I own. The named template owner reviews every change.
The job I was hired for
Before I showed up
- Each investor's overlays make task sets manual work.
- Confirming a project's task set takes 1 to 4 hours.
- Missed steps come back later as purchasing conditions.
Once I start
- Every template is checked against the rules each day.
- Changes arrive as proposals for the owner.
- Live loan files stay untouched.