{"id":3269,"date":"2026-10-11T18:38:33","date_gmt":"2026-10-11T23:38:33","guid":{"rendered":"https:\/\/accendoassociates.com\/impact-lender-ai-os\/"},"modified":"2026-10-11T21:55:46","modified_gmt":"2026-10-12T02:55:46","slug":"impact-lender-ai-os","status":"publish","type":"page","link":"https:\/\/accendoassociates.com\/fr\/impact-lender-ai-os\/","title":{"rendered":"Impact Lender AI.OS"},"content":{"rendered":"\n<style>.acc-viz{--av-red:#e30613;--av-red-text:#c4050f;--av-on-red:#ffffff;--av-ink:#0a0a0a;--av-body:#4b4b4b;--av-muted:#5f5f5a;--av-bg:#ffffff;--av-off:#eceae5;--av-paper:#f6f5f2;--av-cool:#efeff5;--av-rule:#e4e1da;--av-line:#c4bfb5;--av-ink2:#4a4a4a;--av-mid:#8a867f;--av-green:#1f6f46;--av-amber:#8a5300;--av-iso-n-t:#f6f5f2;--av-iso-n-l:#ddd9d1;--av-iso-n-r:#c4bfb5;--av-iso-i-t:#4a4a4a;--av-iso-i-l:#262626;--av-iso-i-r:#0a0a0a;--av-iso-r-t:#e30613;--av-iso-r-l:#b8050f;--av-iso-r-r:#8f040c;--av-iso-b-t:#eceae5;--av-iso-b-l:#d9d6cf;--av-iso-b-r:#c9c5bc;--av-h1:#f6f5f2;--av-h2:#ddd9d1;--av-h3:#a8a299;--av-h4:#5c5a57;--av-h5:#0a0a0a;--av-head:var(--global-heading-font-family,Archivo,sans-serif);--av-text:var(--global-body-font-family,inherit);margin:0 0 32px;color:var(--av-body);font-family:var(--av-text);line-height:1.55;font-size:16px}\n.acc-viz.acc-viz--dark,.acc-viz-dark 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.lp-link{color:#fff;text-decoration:underline;text-decoration-color:#ff4d57;text-underline-offset:3px}\n.acc-lp .lp-dark .lp-note{border-left:4px solid var(--lp-red);background:#1c1c1c;color:#fff;font-family:var(--lp-head);font-weight:500;font-size:17px;padding:14px 18px;margin:22px 0}\n.acc-lp .lp-form{border:1.5px dashed #555;border-radius:12px;padding:28px 20px;margin:20px 0;color:#aaa;font-size:15px;text-align:center}\n.acc-lp .lp-dark .lp-small{font-size:13.5px;color:#a8a8a8}\n.acc-lp a:focus-visible{outline:2px solid var(--lp-red);outline-offset:3px}\n@media (max-width:980px){.acc-lp .lp-two{grid-template-columns:minmax(0,1fr);gap:40px}}\n@media (max-width:760px){.acc-lp .lp-band{padding:48px 0}.acc-lp .lp-hero{padding:36px 0 28px}.acc-lp .lp-in{padding:0 16px}\n  .acc-lp .lp-lead{font-size:16.5px}.acc-lp .lp-sub{font-size:18px}.acc-lp .lp-btn{flex:1 1 auto;text-align:center}}\n<\/style>\n<div class=\"acc-lp\">\n<section class=\"lp-band lp-hero\"><div class=\"lp-in\">\n<p class=\"lp-eyebrow\">Impact Lender AI.OS<\/p>\n<h1 class=\"lp-h1\">AI Templates for the Work <span class=\"lp-nb\">Mission-Driven<\/span> Lenders Do<\/h1>\n<p class=\"lp-sub\">A starter pack for mission-driven lenders. Free for registered users.<\/p>\n<p class=\"lp-lead\">Impact Lender AI.OS follows your client&#x27;s journey, from first contact to renewal. For each step it shows the work your teams do and where an AI template can help. Each template is a prompt for the AI assistant your institution already licenses, and a named person checks every output before anyone uses it.<\/p>\n<div class=\"lp-ctas\"><a class=\"lp-btn\" href=\"#register\">Register for free<\/a><a class=\"lp-btn lp-btn-o\" href=\"#how\">See how it works<\/a><\/div>\n<p class=\"lp-for\">Built for microfinance institutions, CDFIs, credit unions, NBFC-MFIs, SOFIPOs and other lenders that serve people and small businesses the mainstream market underserves.<\/p>\n<div class=\"lp-kpis\"><figure class=\"acc-viz av-kpis\" data-pattern=\"kpis\"><div class=\"av-kpis\"><div class=\"av-kpi\"><div class=\"av-big is-focus\">5<\/div><p>templates ready at the Onboard stage, plus Setup to run first<\/p><\/div><div class=\"av-kpi\"><div class=\"av-big\">37<\/div><p>more jobs on the client journey, in development<\/p><\/div><div class=\"av-kpi\"><div class=\"av-big\">23<\/div><p>tasks that run the institution, in development<\/p><\/div><\/div><\/figure><\/div>\n<\/div><\/section>\n<section class=\"lp-band lp-off\" id=\"how\"><div class=\"lp-in\"><figure id=\"stack1\" class=\"acc-viz av-stack\" data-pattern=\"stack\"><p class=\"av-eyebrow\">How it works<\/p><h2 class=\"av-title\">Four Layers, From Your Client to a Checked Result<\/h2><div class=\"av-wrap\"><div class=\"av-graphic\"><svg class=\"av-svg\" viewBox=\"0 0 560 436\" aria-hidden=\"true\" focusable=\"false\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><g transform=\"translate(0,168.4)\"><g class=\"av-layer\" data-i=\"4\" data-z=\"0.0\"><polygon points=\"65.2,124.0 280.0,248.0 280.0,226.0 65.2,102.0\" class=\"in-l s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"494.8,124.0 280.0,248.0 280.0,226.0 494.8,102.0\" class=\"in-r s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"280.0,-22.0 494.8,102.0 280.0,226.0 65.2,102.0\" class=\"in-t s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><\/g><g class=\"av-layer\" data-i=\"3\" data-z=\"0.97\"><polygon points=\"65.2,85.2 280.0,209.2 280.0,187.2 65.2,63.2\" class=\"ir-l s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"494.8,85.2 280.0,209.2 280.0,187.2 494.8,63.2\" class=\"ir-r s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"280.0,-60.8 494.8,63.2 280.0,187.2 65.2,63.2\" class=\"ir-t s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><\/g><g class=\"av-layer\" data-i=\"2\" data-z=\"1.94\"><polygon points=\"65.2,46.4 280.0,170.4 280.0,148.4 65.2,24.4\" class=\"in-l s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"494.8,46.4 280.0,170.4 280.0,148.4 494.8,24.4\" class=\"in-r s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"280.0,-99.6 494.8,24.4 280.0,148.4 65.2,24.4\" class=\"in-t s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><\/g><g class=\"av-layer\" data-i=\"1\" data-z=\"2.91\"><polygon points=\"65.2,7.6 280.0,131.6 280.0,109.6 65.2,-14.4\" class=\"ii-l s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"494.8,7.6 280.0,131.6 280.0,109.6 494.8,-14.4\" class=\"ii-r s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><polygon points=\"280.0,-138.4 494.8,-14.4 280.0,109.6 65.2,-14.4\" class=\"ii-t s-bg\" stroke-width=\"1\" stroke-linejoin=\"round\"\/><\/g><circle cx=\"520.8\" cy=\"2.6\" r=\"13\" class=\"f-ink s-bg\" stroke-width=\"2\"\/><text x=\"520.8\" y=\"7.6\" text-anchor=\"middle\" class=\"t t-b t-bg\" font-size=\"14\">1<\/text><circle cx=\"520.8\" cy=\"41.4\" r=\"13\" class=\"f-ink s-bg\" stroke-width=\"2\"\/><text x=\"520.8\" y=\"46.4\" text-anchor=\"middle\" class=\"t t-b t-bg\" font-size=\"14\">2<\/text><circle cx=\"520.8\" cy=\"80.2\" r=\"13\" class=\"f-red s-bg\" stroke-width=\"2\"\/><text x=\"520.8\" y=\"85.2\" text-anchor=\"middle\" class=\"t t-b t-onred\" font-size=\"14\">3<\/text><circle cx=\"520.8\" cy=\"119.0\" r=\"13\" class=\"f-ink s-bg\" stroke-width=\"2\"\/><text x=\"520.8\" y=\"124.0\" text-anchor=\"middle\" class=\"t t-b t-bg\" font-size=\"14\">4<\/text><\/g><\/svg><\/div><ol class=\"av-callouts\"><li class=\"av-co\" tabindex=\"0\" data-i=\"1\"><span class=\"av-num\">1<\/span><div><strong>Your client&#x27;s journey<\/strong><p>Eight stages, from first contact to renewal. Each stage names what the client gains, so every template starts from a benefit to the client.<\/p><\/div><\/li><li class=\"av-co\" tabindex=\"0\" data-i=\"2\"><span class=\"av-num\">2<\/span><div><strong>The work behind each step<\/strong><p>Each client step lists the work your teams do: with the client, in the back office, and the checks that keep lending fair and safe. Work that runs under every stage, such as finance, people and technology, has its own band on the journey page.<\/p><\/div><\/li><li class=\"av-co is-focus\" tabindex=\"0\" data-i=\"3\"><span class=\"av-num\">3<\/span><div><strong>A template for the work<\/strong><p>A prompt you copy into the AI assistant your institution already licenses. Each template page has five operational steps, from the export in your system to a checked result.<\/p><\/div><\/li><li class=\"av-co\" tabindex=\"0\" data-i=\"4\"><span class=\"av-num\">4<\/span><div><strong>A person checks<\/strong><p>A named person checks every output before anyone uses it. The data class decides which tool may see which data.<\/p><\/div><\/li><\/ol><\/div><script>(function(){var b=atob(\"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\"),u=new Uint8Array(b.length);for(var i=0;i!==b.length;i++)u[i]=b.charCodeAt(i);var s=document.createElement(\"script\");s.text=new TextDecoder(\"utf-8\").decode(u);document.currentScript.parentNode.insertBefore(s,document.currentScript.nextSibling);})();<\/script><p class=\"av-take\">Every template starts from a client gain and ends with a person&#x27;s check.<\/p><\/figure><\/div><\/section>\n<section class=\"lp-band \"><div class=\"lp-in\"><figure class=\"acc-viz av-arc-chain\" data-pattern=\"arc-chain\"><p class=\"av-eyebrow\">The client journey<\/p><h2 class=\"av-title\">Eight Stages, Each With a Gain for the Client<\/h2><ol class=\"av-chain\" style=\"--n:8\"><li class=\"\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M11 6a13 13 0 0 0 8.4-2.8A1 1 0 0 1 21 4v12a1 1 0 0 1-1.6.8A13 13 0 0 0 11 14H5a2 2 0 0 1-2-2V8a2 2 0 0 1 2-2z\" \/>\n  <path d=\"M6 14a12 12 0 0 0 2.4 7.2 2 2 0 0 0 3.2-2.4A8 8 0 0 1 10 14\" \/>\n  <path d=\"M8 6v8\" \/><\/svg><span class=\"av-badge\">1<\/span><\/div><div><h4>Aware<\/h4><p>Knows whether a product fits, including when it does not.<\/p><\/div><\/li><li class=\"\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M12 3v18\" \/>\n  <path d=\"m19 8 3 8a5 5 0 0 1-6 0zV7\" \/>\n  <path d=\"M3 7h1a17 17 0 0 0 8-2 17 17 0 0 0 8 2h1\" \/>\n  <path d=\"m5 8 3 8a5 5 0 0 1-6 0zV7\" \/>\n  <path d=\"M7 21h10\" \/><\/svg><span class=\"av-badge\">2<\/span><\/div><div><h4>Consider<\/h4><p>Compares the full cost before deciding.<\/p><\/div><\/li><li class=\"\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M6 22a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h8a2.4 2.4 0 0 1 1.704.706l3.588 3.588A2.4 2.4 0 0 1 20 8v12a2 2 0 0 1-2 2z\" \/>\n  <path d=\"M14 2v5a1 1 0 0 0 1 1h5\" \/>\n  <path d=\"M10 9H8\" \/>\n  <path d=\"M16 13H8\" \/>\n  <path d=\"M16 17H8\" \/><\/svg><span class=\"av-badge\">3<\/span><\/div><div><h4>Apply<\/h4><p>Spends less time and money to apply.<\/p><\/div><\/li><li class=\"is-focus\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><rect width=\"8\" height=\"4\" x=\"8\" y=\"2\" rx=\"1\" ry=\"1\" \/>\n  <path d=\"M16 4h2a2 2 0 0 1 2 2v14a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V6a2 2 0 0 1 2-2h2\" \/>\n  <path d=\"m9 14 2 2 4-4\" \/><\/svg><span class=\"av-badge\">4<\/span><\/div><div><h4>Onboard<\/h4><p>Gets a quicker decision, borrows only what total household debt allows, and knows why.<\/p><\/div><\/li><li class=\"\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><rect width=\"20\" height=\"12\" x=\"2\" y=\"6\" rx=\"2\" \/>\n  <circle cx=\"12\" cy=\"12\" r=\"2\" \/>\n  <path d=\"M6 12h.01M18 12h.01\" \/><\/svg><span class=\"av-badge\">5<\/span><\/div><div><h4>Receive<\/h4><p>Gets the full amount on time, with no hidden deductions.<\/p><\/div><\/li><li class=\"\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M8 2v3\" \/>\n  <path d=\"M16 2v3\" \/>\n  <rect x=\"3\" y=\"3\" width=\"18\" height=\"18\" rx=\"2\" \/>\n  <path d=\"M3 9h18\" \/>\n  <path d=\"m9 15 2 2 4-4\" \/><\/svg><span class=\"av-badge\">6<\/span><\/div><div><h4>Repay<\/h4><p>Repays without cutting meals, selling assets or borrowing elsewhere to pay.<\/p><\/div><\/li><li class=\"\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><circle cx=\"12\" cy=\"12\" r=\"10\" \/>\n  <path d=\"m4.93 4.93 4.24 4.24\" \/>\n  <path d=\"m14.83 9.17 4.24-4.24\" \/>\n  <path d=\"m14.83 14.83 4.24 4.24\" \/>\n  <path d=\"m9.17 14.83-4.24 4.24\" \/>\n  <circle cx=\"12\" cy=\"12\" r=\"4\" \/><\/svg><span class=\"av-badge\">7<\/span><\/div><div><h4>Support<\/h4><p>Has problems fixed quickly, and in hardship gets relief before any penalty.<\/p><\/div><\/li><li class=\"\"><div class=\"av-node\"><svg class=\"av-ic \" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"m17 2 4 4-4 4\" \/>\n  <path d=\"M3 11v-1a4 4 0 0 1 4-4h14\" \/>\n  <path d=\"m7 22-4-4 4-4\" \/>\n  <path d=\"M21 13v1a4 4 0 0 1-4 4H3\" \/><\/svg><span class=\"av-badge\">8<\/span><\/div><div><h4>Loyalty<\/h4><p>Has more income, savings or ability to recover from shocks, or moves to a provider that fits better.<\/p><\/div><\/li><\/ol><figcaption class=\"av-source\">The Onboard stage (red) has the first five templates. The other stages follow.<\/figcaption><\/figure><\/div><\/section>\n<section class=\"lp-band lp-off\" id=\"ready\"><div class=\"lp-in\"><figure class=\"acc-viz av-bullets\" data-pattern=\"bullets\"><p class=\"av-eyebrow\">Ready now<\/p><h2 class=\"av-title\">Five Templates for the Onboard Stage, Plus Setup<\/h2><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Setup.<\/strong> Run once, before any other template. It gives your assistant your credit policy and other materials. For the client: outputs apply your client protection rules, such as debt caps and fair treatment, from the first run.<\/p><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Credit memo.<\/strong> Draft the credit memo against the credit policy. For the client: the applicant is asked for each paper once, and the memo counts their debt with other lenders.<\/p><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Committee questions.<\/strong> Prepare the credit committee. For the client: the committee asks about repayment strain before it approves.<\/p><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Repayment patterns.<\/strong> Review what drives repayment and monitor the scorecard. For the client: cutoffs set on evidence, so fewer good payers are turned away and fewer loans clients cannot repay are approved.<\/p><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Decision explanations.<\/strong> Explain each decision to the applicant. For the client: every applicant gets the specific reasons for the decision in plain words.<\/p><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Approval gaps.<\/strong> Review approval rates between groups each month. For the client: applicants with the same repayment capacity get the same chance of approval, whatever their group.<\/p><p class=\"av-take\">Run Setup once, then start with the credit memo on one real case.<\/p><\/figure><\/div><\/section>\n<section class=\"lp-band \" id=\"start\"><div class=\"lp-in\"><figure id=\"steps2\" class=\"acc-viz av-steps\" data-pattern=\"steps\"><p class=\"av-eyebrow\">Getting started<\/p><h2 class=\"av-title\">Four Steps From Registration to a First Checked Result<\/h2><div class=\"av-wrap av-stepper\"><div class=\"av-graphic av-sticky\"><svg class=\"av-svg\" viewBox=\"0 0 520 480\" aria-hidden=\"true\" focusable=\"false\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><line x1=\"80\" x2=\"80\" y1=\"60\" y2=\"420\" class=\"s-ink\" stroke-width=\"3\"\/><g data-step=\"1\"><circle cx=\"80\" cy=\"60.0\" r=\"36\" class=\"f-bg s-ink\" stroke-width=\"2.5\"\/><svg x=\"64.0\" y=\"44.0\" width=\"32\" height=\"32\" viewBox=\"0 0 24 24\" fill=\"none\" class=\"s-ink\" style=\"stroke:var(--av-ink)\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><path d=\"M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2\" \/>\n  <circle cx=\"9\" cy=\"7\" r=\"4\" \/>\n  <line x1=\"19\" x2=\"19\" y1=\"8\" y2=\"14\" \/>\n  <line x1=\"22\" x2=\"16\" y1=\"11\" y2=\"11\" \/><\/svg><text x=\"140\" y=\"67.0\" font-size=\"22\" class=\"t t-m\">Register<\/text><\/g><g data-step=\"2\"><circle cx=\"80\" cy=\"180.0\" r=\"36\" class=\"f-bg s-ink\" stroke-width=\"2.5\"\/><svg x=\"64.0\" y=\"164.0\" width=\"32\" height=\"32\" viewBox=\"0 0 24 24\" fill=\"none\" class=\"s-ink\" style=\"stroke:var(--av-ink)\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><rect width=\"8\" height=\"4\" x=\"8\" y=\"2\" rx=\"1\" ry=\"1\" \/>\n  <path d=\"M16 4h2a2 2 0 0 1 2 2v14a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V6a2 2 0 0 1 2-2h2\" \/>\n  <path d=\"m9 14 2 2 4-4\" \/><\/svg><text x=\"140\" y=\"187.0\" font-size=\"22\" class=\"t t-m\">Check you are ready<\/text><\/g><g data-step=\"3\"><circle cx=\"80\" cy=\"300.0\" r=\"36\" class=\"f-bg s-ink\" stroke-width=\"2.5\"\/><svg x=\"64.0\" y=\"284.0\" width=\"32\" height=\"32\" viewBox=\"0 0 24 24\" fill=\"none\" class=\"s-ink\" style=\"stroke:var(--av-ink)\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><path d=\"M9.671 4.136a2.34 2.34 0 0 1 4.659 0 2.34 2.34 0 0 0 3.319 1.915 2.34 2.34 0 0 1 2.33 4.033 2.34 2.34 0 0 0 0 3.831 2.34 2.34 0 0 1-2.33 4.033 2.34 2.34 0 0 0-3.319 1.915 2.34 2.34 0 0 1-4.659 0 2.34 2.34 0 0 0-3.32-1.915 2.34 2.34 0 0 1-2.33-4.033 2.34 2.34 0 0 0 0-3.831A2.34 2.34 0 0 1 6.35 6.051a2.34 2.34 0 0 0 3.319-1.915\" \/>\n  <circle cx=\"12\" cy=\"12\" r=\"3\" \/><\/svg><text x=\"140\" y=\"307.0\" font-size=\"22\" class=\"t t-m\">Run Setup once<\/text><\/g><g data-step=\"4\"><circle cx=\"80\" cy=\"420.0\" r=\"36\" class=\"f-red s-red\" stroke-width=\"2.5\"\/><svg x=\"64.0\" y=\"404.0\" width=\"32\" height=\"32\" viewBox=\"0 0 24 24\" fill=\"none\" class=\"s-ink\" style=\"stroke:var(--av-on-red)\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><path d=\"M6 22a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h8a2.4 2.4 0 0 1 1.704.706l3.588 3.588A2.4 2.4 0 0 1 20 8v12a2 2 0 0 1-2 2z\" \/>\n  <path d=\"M14 2v5a1 1 0 0 0 1 1h5\" \/>\n  <path d=\"M10 9H8\" \/>\n  <path d=\"M16 13H8\" \/>\n  <path d=\"M16 17H8\" \/><\/svg><text x=\"140\" y=\"427.0\" font-size=\"22\" class=\"t t-m t-red\">Run one template<\/text><\/g><\/svg><\/div><ol class=\"av-callouts\"><li class=\"av-co\" tabindex=\"0\" data-i=\"1\"><span class=\"av-num\">1<\/span><div><strong>Register<\/strong><p>Register with your work email and name your institution. We check that you work at a lender, then send a login link. There is no password to remember.<\/p><\/div><\/li><li class=\"av-co\" tabindex=\"0\" data-i=\"2\"><span class=\"av-num\">2<\/span><div><strong>Check you are ready<\/strong><p>Read the readiness checklist. Five things must be in place, including an approved AI tool and a person who checks output.<\/p><\/div><\/li><li class=\"av-co\" tabindex=\"0\" data-i=\"3\"><span class=\"av-num\">3<\/span><div><strong>Run Setup once<\/strong><p>Give your assistant your credit policy and your other materials, one time, before any other template.<\/p><\/div><\/li><li class=\"av-co is-focus\" tabindex=\"0\" data-i=\"4\"><span class=\"av-num\">4<\/span><div><strong>Run one template<\/strong><p>Start with the credit memo on one real case. Check the output against your loan system and your policy, then tell us how it worked.<\/p><\/div><\/li><\/ol><\/div><script>(function(){var b=atob(\"KGZ1bmN0aW9uKCl7dmFyIGY9ZG9jdW1lbnQuZ2V0RWxlbWVudEJ5SWQoJ3N0ZXBzMicpO2lmKCFmfHwhKCdJbnRlcnNlY3Rpb25PYnNlcnZlcicgaW4gd2luZG93KSlyZXR1cm47CnZhciBTPWYucXVlcnlTZWxlY3RvckFsbCgnLmF2LWNvW2RhdGEtaV0nKSxUPWYucXVlcnlTZWxlY3RvckFsbCgnW2RhdGEtc3RlcF0nKTtmLmNsYXNzTGlzdC5hZGQoJ2lzLXN0ZXBwaW5nJyk7CmZ1bmN0aW9uIG9uKGkpe1QuZm9yRWFjaChmdW5jdGlvbihlKXtlLmNsYXNzTGlzdC50b2dnbGUoJ2lzLW9uJywoJyAnK2UuZGF0YXNldC5zdGVwKycgJykuaW5kZXhPZignICcraSsnICcpPi0xKX0pOwpTLmZvckVhY2goZnVuY3Rpb24oZSl7ZS5jbGFzc0xpc3QudG9nZ2xlKCdpcy1hY3RpdmUnLGUuZGF0YXNldC5pPT1pKX0pfQp2YXIgbz1uZXcgSW50ZXJzZWN0aW9uT2JzZXJ2ZXIoZnVuY3Rpb24oZXMpe2VzLmZvckVhY2goZnVuY3Rpb24oZSl7aWYoZS5pc0ludGVyc2VjdGluZylvbihlLnRhcmdldC5kYXRhc2V0LmkpfSl9LHtyb290TWFyZ2luOictNDUlIDBweCAtNDUlIDBweCd9KTsKUy5mb3JFYWNoKGZ1bmN0aW9uKGUpe28ub2JzZXJ2ZShlKX0pO29uKDEpO30pKCk7\"),u=new Uint8Array(b.length);for(var i=0;i!==b.length;i++)u[i]=b.charCodeAt(i);var s=document.createElement(\"script\");s.text=new TextDecoder(\"utf-8\").decode(u);document.currentScript.parentNode.insertBefore(s,document.currentScript.nextSibling);})();<\/script><\/figure><\/div><\/section>\n<section class=\"lp-band lp-off\"><div class=\"lp-in\"><figure class=\"acc-viz av-bullets\" data-pattern=\"bullets\"><p class=\"av-eyebrow\">Ground rules<\/p><h2 class=\"av-title\">Three Rules for Every Template<\/h2><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Use the assistant you already license.<\/strong> Every template runs in the AI assistant your institution licenses. Nothing runs on this site.<\/p><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">Keep client data in approved tools.<\/strong> Client personal data (class C) goes only into a tool your institution approves for it.<\/p><p style=\"margin:0 0 12px;font-size:18px\"><strong class=\"av-lead\">A person checks every output.<\/strong> A named person checks the result before anyone uses it.<\/p><p class=\"av-take\">Nothing runs on this site, and no client data reaches us.<\/p><\/figure><\/div><\/section>\n<section class=\"lp-band lp-dark\" id=\"register\"><div class=\"lp-in lp-two\">\n<div class=\"lp-col\">\n<p class=\"lp-eyebrow\">The framework<\/p>\n<h2 class=\"lp-h2\">Built on Our 2024 Paper on AI in Finance<\/h2>\n<p>The pack builds on <em>AI in Finance: Bridging the Inclusion Gap<\/em> (June 2024), which maps where AI can help\nacross the client journey of a financial service provider. The templates turn that map into work your teams can run today.<\/p>\n\n<\/div>\n<div class=\"lp-col\">\n<p class=\"lp-eyebrow\">Register<\/p>\n<h2 class=\"lp-h2\">Free Access for Staff of <span class=\"lp-nb\">Mission-Driven<\/span> Lenders<\/h2>\n<p>Registered users get the Setup prompt, the five Onboard templates and the governance minimum, including an AI use\npolicy template and the readiness checklist. New templates are added as each stage passes its tests.<\/p>\n<p class=\"lp-note\">Registration opens in October 2026.<\/p>\n<p class=\"lp-small\">The templates are provided as they are, for your institution to adapt. They are not legal, regulatory,\ncredit or financial advice.<\/p>\n<\/div>\n<\/div><\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Impact Lender AI.OS AI Templates for the Work Mission-Driven Lenders Do A starter pack for mission-driven lenders. Free for registered users. 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