For SBA / commercial lender · 9 Grok Bots

A credit back office that moves loan files from application to closing

9 Grok Bots for an SBA and commercial loan officer: open every file with a stip checklist, spread the financials, draft the eligibility review and the credit memo, coordinate closing conditions, and track the pipeline and covenants — all as sourced drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
9 bots·4 domain specialists·Success metric: Decision-ready file rate and covenant-tracking coverage·Category: Finance
The problem it targets

Moving loan files through the pipeline by hand — chasing missing stips and closing documents, re-keying tax returns and financials into a spread, recomputing DSCR and the global debt schedule, hunting SBA SOP eligibility rules for each file, writing the credit memo from a blank page, coordinating borrower and closing-agent document requests, and rebuilding the pipeline and covenant report every week — so files stall waiting on a document, the spread is redone three times, memos go to committee late, and covenant dates slip past unnoticed.

What you get

From day one

1

Every application opened into a loan file with a stip and closing-condition checklist, and each outstanding document tracked until the file is complete — so nothing stalls waiting on a document nobody chased.

2

The financial spread prepared from the returns with draft DSCR, global cash flow, and the debt schedule shown, plus an SBA SOP eligibility review drafted so every program question is surfaced before committee.

3

A credit memo drafted from the spread and the file with every figure sourced, closing document requests drafted for you to send, and a weekly pipeline and covenant report with every number traced to its file row.

Meet the team

9 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Application Intake

intake
read-only
Watches & prepares — never sends
Opening each file; capturing the request; building the initial stip checklist
Approves: none (nothing leaves; the file is internal)
3

Document Verifier

tracker
read-only
Watches & prepares — never sends
The live stip and closing-condition checklist — in, missing, expired
Approves: none (nothing leaves; flags are internal)
4

Financial Spreader

researcher
read-only
Watches & prepares — never sends
The financial spread and draft DSCR, global cash flow, and debt schedule, arithmetic shown
Approves: none (nothing leaves; the analyst reviews the math)
5

Eligibility Reviewer

specialist
specialist
Drafts for your review — you approve before anything leaves
The drafted SBA SOP eligibility review with every open question flagged
Approves: every determination; the eligibility call is the officer's and committee's
6

Credit Memo Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
The drafted credit memo from the spread and eligibility notes, every figure sourced
Approves: every credit conclusion; the memo is a draft recommendation
7

Closing Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Drafted borrower and closing-agent document requests and status updates
Approves: every message; every closing action before it is sent
8

Portfolio Reporter

reporter
read-only
Watches & prepares — never sends
Weekly pipeline, turn-time, and covenant report with every number traced to its file row
Approves: none (nothing leaves; the officer decides)
9

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Verifier→Spreader→Reviewer→Drafter→Coordinator→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not decide. Every credit memo, eligibility note, and message waits for your approval.
  • ×It never approves the credit, makes the eligibility determination, waives a covenant, or clears a closing condition — those stay with you and the credit committee.
  • ×It never sends a borrower, broker, or closing-agent message on its own, and never moves money or files anything.
  • ×It never states a number or a rule it cannot cite, and never reuses one borrower's confidential data in another file.
Decision-ready
file rate and covenant-tracking coverage
How you'll know it's working

One number, measured over time

Share of files that reach credit committee with a complete stip checklist, a sourced spread, and a drafted memo on the first pass, and the share of booked loans whose covenants and reporting dates are tracked with no missed date

Before day one

What you fill in — the bots never guess these

loan-file
the header contract for the loan-file log every bot reads.
financial-spread
your spread layout and DSCR method; the math comes only from here.
eligibility-review
your SOP eligibility question set, mapped to the SBA SOP and your credit policy.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

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Live sessions and replays to get you and your coworkers productive with your fleet fast.

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