How nickjee86/loanbuddy-ai-os works
LoanBuddy AI OS is a staff-facing CRM and AI conversation-control product. Its central workflow spans application intake, document and consent handling, credit assessment, LMS submission, and post-approval fulfilment, alongside CRM casework and follow-up. The WhatsApp console supports conversation review, AI takeover, manual message queuing, and resumption. Google Sheets is the documented workbook-backed data store; document uploads also use Microsoft Graph in the sampled route. Several capabilities are evident from the tree and README but their route internals were not sampled, so their wiring is intentionally limited.
Main entry points: auth.ts Session and roles · crm/route.ts CRM data API · access-control.mjs Access control · whatsapp/route.ts WhatsApp API
Components 26
CRM & Conversations
- CRM workspace
app/page.tsx - WhatsApp console
app/whatsapp-console.tsx - CRM data API
app/api/crm/route.ts - WhatsApp API
app/api/whatsapp/route.ts - Customer 360
app/customer-360.mjs - Case workspace
app/case-workspace.mjs
Application & Credit
- Application intake
app/api/applications/route.ts - Application checks
app/application-guard.mjs - Document upload
app/api/documents/route.ts - Bureau consent
app/api/credit-bureau-consent/route.ts - Credit policy API
app/api/credit-policy/route.ts - Credit assessment
app/credit-engine.mjs - LMS queue API
app/api/lms-queue/route.ts - LMS eligibility
app/lms-queue.mjs
Servicing Operations
- Follow-up actions
app/api/follow-up-actions/route.ts - Follow-up settings
app/api/follow-up-settings/route.ts - Follow-up runtime
app/follow-up-runtime.mjs - Fulfilment actions
app/api/fulfilment/route.ts - Fulfilment rules
app/fulfilment-control.mjs - Reports
app/reports.tsx
Access & Data
- Session and roles
app/auth.ts - Access control
app/access-control.mjs
Other components
- CRM staff
- Google Sheets
- Message outbox
- Microsoft Graph
Connections 37
- CRM staff → CRM workspace: opens workspace
- CRM staff → WhatsApp console: opens conversations
- CRM staff → Reports: views reports
- CRM data API → Session and roles: verifies session
- CRM data API → Google Sheets: reads workbook
- CRM data API → Access control: filters records
- CRM data API → Customer 360: serves CRM data
- CRM data API → Case workspace: serves case data
- WhatsApp API → Session and roles: verifies session
- WhatsApp API → Google Sheets: reads and writes
- WhatsApp API → Message outbox: queues messages
- WhatsApp API → Access control: checks access
- Application intake → Session and roles: verifies session
- Application intake → Application checks: checks approval
- Application intake → Access control: checks case scope
- Application intake → Google Sheets: reads and writes
- Document upload → Session and roles: verifies session
- Document upload → Access control: checks case scope
- Document upload → Google Sheets: logs documents
- Document upload → Microsoft Graph: uploads files
- Bureau consent → Session and roles: verifies session
- Bureau consent → Google Sheets: updates consent records
- Credit policy API → Session and roles: verifies session
- Credit policy API → Google Sheets: reads and writes policy
- LMS queue API → Session and roles: verifies session
- LMS queue API → Access control: checks queue access
- LMS queue API → Google Sheets: reads and writes queue
- LMS queue API → LMS eligibility: checks eligibility
- Follow-up actions → Session and roles: verifies session
- Follow-up actions → Access control: filters cases
- Follow-up actions → Google Sheets: reads and writes
- Follow-up settings → Session and roles: verifies session
- Follow-up settings → Google Sheets: reads and writes settings
- Follow-up settings → Follow-up runtime: reads settings
- Fulfilment actions → Session and roles: verifies session
- Fulfilment actions → Google Sheets: reads and writes
- Fulfilment actions → Fulfilment rules: evaluates action