| Status | Sender | Subject | Intent Category | Attachments | Date |
|---|
| Document File | Classification | Destination Directory | File Size | Extraction Date |
|---|
| Company | Contact | Score | Tier | Stated Need | Budget | Timeline | Status |
|---|
| Description | Quantity | Unit Price ($) | Total ($) |
|---|
| Quote ID | Client | Total ($) | Payment Terms | Valid Until | Approval Status | Date Issued |
|---|
Persistent Markdown knowledge base stored on the VPS filesystem and continuously injected into agent reasoning.
Facto-Master operates on the local Hermรจs protocol. All skill execution, guardrail audits, complexity heuristic routing, and document analysis execute on local runtime without requiring external paid API keys. When configured, cloud LLM providers can be activated in Settings.
Build custom agent skills and executable API tools simply by talking in natural language.
| Skill Name | Category | Version | Allowed Tools | Guardrails Status | Actions |
|---|
Intelligently matches user prompts to the most cost-effective and capable reasoning tier.
Synthesize messy borrower applications into canonical 4-section credit briefs with exact source citations.
Extract line items from Form 1120, 1120-S, 1065, or Schedule C with automated EBITDA add-back reconciliation.
Analyze average daily balance (ADB), cash-flow trajectory, NSF frequency, and debt-service coverage.
| Deal ID | Borrower Business | Facility | Amount ($) | Stage | LendLink Underwriting Checklist | Actions |
|---|
Audit commercial balance sheet liquidity, solvency, leverage, and profitability with underwriter health scoring.
Model term loan debt service, monthly principal reduction, effective APR, and alternative MCA benchmarks.
Model fixed vs variable cost structure, monthly break-even sales volume, net cash burn, and liquidity survival runway.