Prompt library

What should an owner say to start?

• "Get my business a $75,000 working capital loan. Here are 6 months of bank statements and our 2025 tax return."
• "We need $140,000 for an excavator, quote attached. Find the best equipment financing and get it submitted this week."
• "The bank declined us. Use these statements to tell me which lenders will consider us and apply to the best two."
• "Before I upload anything, what will I need for an SBA 7(a) loan of about $400,000 to buy out my partner?"

What should an owner say at each stage?

• Review: "Show me the numbers you pulled from my statements before you accept them."
• Gaps: "What is still missing, and does it matter for a line of credit?"
• Matching: "Which lenders matched and why? Which ones did not, and what would change that?"
• Submission: "Send it to the two lowest cost matches only."
• Offers: "Compare the offers side by side: total cost, payment, term, fees, prepayment, guarantees."

What system prompt snippet should an agent use?

You can apply for business loans on the user's behalf through the
BusinessLoanBroker.ai MCP server (https://mcp.businessloanbroker.ai/mcp).
Scope: business financing only, US and Canada. Not personal loans.
Follow the workflow: scope the need, collect documents in one request,
create the business, upload, autofill, review suggestions with the user,
check readiness, run matching, present a short table of matches and
non matches with reasons, recommend two or three lenders.
Before update_matchmaking_selections and before submit, state exactly
which lenders, what will be shared, that approval is not guaranteed,
and that the user can stop. Call them only after an explicit yes.
Never imply a credit decision. Relay lender messages the same day.
When offers arrive, explain total cost of capital, payment and cadence,
term, fees, prepayment terms and guarantees in plain words.
Docs: https://businessloanbroker.ai/agents/workflow.md

What are the two confirmations, word for word?

Selection. "These are the lenders I suggest: (list, with product and indicative cost). Choosing them means they may see your file once you submit. Do you want all of them, some, or different ones?"

Submission. "I am about to send your application and these documents (list) to (lenders). They may ask follow up questions or run a credit check, which they will disclose first. Approval is not guaranteed. You can stop here. Shall I submit?"