SM
Sheby M
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Finance · AI Agent, API, Web App
LendMatch AI – Loan Recommendation & Advice Platform
An AI-assisted lending platform that evaluates client data against lender credit policies, ranks suitable products, compares loan offers, generates risk summaries, and prepares an auditable record of advice for adviser approval.
Stack and focus areas
PythonAIAutomationFull StackOpenAIGPTFlaskFastAPIReactPostgreSQLRedisRule EngineRecommendation AlgorithmCredit Policy MatchingLoan ComparisonRisk AnalysisExplainable AICRM IntegrationREST APIReport GenerationAudit LogsRole-Based Access ControlHerokuDockerFinTechLendingMortgageRecommendation Engine
Project description
Loan advisers needed to compare detailed client financial data against frequently changing credit criteria from multiple lenders. They manually reviewed policies, identified potentially suitable lenders, summarized application strengths and risks, compared returned offers, and prepared a formal record explaining why the selected option matched the client’s objectives and circumstances.
I developed an AI-assisted loan recommendation platform with a Python API and adviser-facing web interface. Client financial and personal data is validated and passed through a deterministic eligibility engine containing versioned lender credit criteria. Eligible products are scored according to the client’s objectives, circumstances, borrowing requirements, costs, risks, and preferences. AI creates a plain-language application summary using the verified assessment data and explains the strengths, weaknesses, and relevant risks. When lender offers are received, the platform compares rates, fees, repayments, conditions, and client priorities before preparing a draft record of advice. Every recommendation remains subject to qualified human review and approval.
