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Lending Agent Presenter

A menu-style finance presentment demo. Every contracted option, every customer, every time. Open URL for sales reps, magic-link acknowledgement on the customer's own device, audit-only retailer admin portal.

Product walkthrough

Marketing landing, rep tablet, customer phone, retailer admin, skin switcher. Start here.

Architecture

Data model, magic-link mechanics, per-surface state machines, mock-vs-real boundary, cold-start recovery. Read the architecture.

Safety

Threat model, rate limiting, vulnerable customer protection, tampering and replay. Safety overview.

Privacy

UK GDPR, DPIA framework, data minimisation, retention, sub-processors, PECR. Privacy overview.

Regulatory

Consumer Duty, CONC 4.2, CONC 3.5, vulnerable customers, audit-as-evidence. Regulatory overview.

Deploy your own

Run locally, deploy to Vercel, wire a custom domain, harden for production. Deploy guide.

A demo product that lets a sales rep build a finance quote in seconds, send it to a customer’s phone via magic link, capture the customer’s acknowledgement of key features asynchronously on their own device, and surface every quote to the retailer’s admin portal for audit. No per-rep authentication. No dense wizard. No synchronous tablet handover.

The product is positioned as tooling for FCA-regulated retailers and brokers. The retailer (or broker) holds the FCA credit-broking permission. Lending Agent Presenter sells the tooling.

This is a demo product, built independently. The UI/UX surfaces are real. The backend, magic-link signing, email delivery, PDF generation, and audit storage are documented at engineering-spec depth but not yet implemented in v1. Documentation is for productisation conversations.