Ophelia turns connected pipeline facts into a short operating list: what moved, what stalled, what needs a person, and what can wait. Every deployment begins read-only and earns its write permissions one workflow at a time.
Start with eyes, evidence, and a short morning list.
Live
Read-only work awareness
Watches notable pipeline transitions and announces each event once.
Answers work-domain questions through a separate read-only specialist boundary.
Produces current status, daily activity summaries, and a kanban view of owner-authorized work.
Keeps raw business data out of Ophelia’s personal memory store.
Configured desks
One operation, four workflow chapters—not twelve doorway pages.
The following capabilities are scoped and tested against each client’s inboxes, CRM, sheets, guidelines, and approval rules. They are not a universal lender feed and are not switched on merely because a site visitor submits an interest form.
01 · INTAKE
Intake and data hygiene
Turn a shared submissions stream into a consistent review queue.
Classify and name applications, statements, and supporting files
Extract the merchant, request, and contact with review on ambiguity
Check duplicates across legal name, DBA, EIN, phone, and address
List missing documents before a file moves forward
02 · UNDERWRITING SUPPORT
Guidelines and offer comparison
Use the rules the business provides, with the source visible.
Search approved lender guidelines and explain exclusions
Compare amount, factor, term, payment, fees, and position
Flag inconsistent or stale guideline data for human review
Draft plain-language summaries without inventing an approval
03 · PIPELINE
Status, stips, and closing
Surface the deal that stopped moving while people were busy.
Track stage changes and age from trustworthy event sources
Build a live checklist from approval conditions
Escalate the one missing item blocking a file
Prepare a morning list of movement, stalls, and exceptions
04 · PORTFOLIO
Renewals and performance
Keep follow-up and reporting current without editing the source of truth by hand.
Surface eligible renewal and recontact candidates
Respect a controlled do-not-contact list
Report submissions, approvals, funded volume, and stage loss
Watch scheduled payments only where the authoritative data exists
Write boundaries
The useful answer is sometimes “I am not allowed to do that.”
No mystery authority
Ophelia is not a lender feed, credit bureau, law firm, or substitute underwriter. Recommendations are limited to provided, attributable material.
Human-owned decisions
Declines, funding, sensitive CRM stage moves, money movement, and external communications stay behind explicit approval and system-specific safety rules.
Source-of-truth discipline
Generated sheets and dashboards are views. Operational facts land in the authoritative store, so the next refresh cannot silently erase them.