Execution / Deal routing
Sending a file everywhere costs relationships. Sending it nowhere costs the deal. Covmont’s agents check each destination’s stated requirements against what the account actually shows, and route on the difference.
The right conditions become action—not another decision for your team.
The same account evidence is tested separately against every configured destination.
Eligible destinations receive the file. Seven are held with the failing requirement attached.
Each destination’s stated requirements are conditions, not preferences.
Agents verify the destination’s conditions are met before the opportunity moves.
When an opportunity can’t move, the agent names what stopped it.
The conditions that have to line up before a deal moves.
True revenue, not stated revenue, against the destination’s stated floor.
Hard requirementMonths in business, against the destination’s stated floor.
Hard requirementOpen positions shown in the account, against the stated maximum.
Hard requirementAverage monthly deposit count and amount, against stated minimums.
Hard requirementWhether the business falls inside the destination’s stated scope.
Hard requirementPreferences, typical sizes, and past behavior travel with the deal as context and are never used to filter it.
Informational onlySynthetic example / not a real business
Each response becomes the next action, without waiting for someone to pick the work back up.
Agents execute against known requirements. Decisions that require judgment stay with people.
When lender requirements change, the routing criteria change with them.
The agent can choose where a deal moves without setting price or negotiating terms.
Only stated requirements become routing conditions. Preferences aren’t inferred from past decisions.
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