Loan Origination Demo

Open borrower portal

Presenting from Amazon Quick? Open the Amazon Quick edition.

Before the demo

Step	Action	Ready when
1 · Environment	Follow the deployment guide for a new environment.	Box and Salesforce use the same loan folder mapping.
2 · Officer	Load the standalone SKILL.md in Claude. Connect Box MCP and Salesforce Loan Origination.	Both connectors are available in the conversation.
3 · Borrower	Sign in to the borrower portal.	The borrower can create an application and open the workspace.
4 · Documents	Open the sample PDFs. Upload the six supporting documents; add the borrower markup for analysis.	Classification has completed for the intended loan.
5 · Credit and signing	Confirm policy and precedent access, credit approver, signer, and registered Doc Gen template.	Approved terms can produce a populated letter for the intended signer.
6 · Rehearse	Follow the storyboard; use the copy/paste prompts.	Signing closes the loan and the signed files remain accessible.

Application values

Borrower	Harborview Logistics
Loan type	Commercial Real Estate
Amount	$4,800,000
Term	120 months
Collateral	Real Estate

Use the newly created loan throughout the demo.

Box, Claude, and Salesforce

The loan journey

Capture, decision, and execution with Box and Salesforce

* Step 1 — Start with the business need

Persona	Presenter
Tell — goal	Harborview needs warehouse financing; the bank needs evidence and a clear decision.
Show — action	Follow the borrower, then the loan officer.
Tell — business value	Shorten the path from application to funding.

Start with the business need — Start with the business need — Start with the business need

What to click

1	Portal
2	Start an application
3	pause on the form.

Details

Note	Box holds the documents; Salesforce holds the loan record; Claude guides the officer.

* Step 2 — Create the application

Persona	Dana Whitfield · Borrower
Tell — goal	Start with the business need.
Show — action	Enter $4.8 million, 120 months, and real estate collateral.
Tell — business value	Reduce intake rework with one shared loan record.

Create the application — Create the application — Create the application

What to click

1	Commercial Real Estate
2	4,800,000
3	120 months
4	purpose
5	Real Estate
6	Submit application.

Details

Note	Keep the newly created loan selected for the rest of the demo.

* Step 3 — Upload the documents

Persona	Dana Whitfield · Borrower
Tell — goal	Deliver the package without labeling every file manually.
Show — action	Upload the documents; watch classification update the checklist.
Tell — business value	Reduce document chasing with a complete loan file.

Upload the documents — Upload the documents — Upload the documents

What to click

1	Upload document
2	select six supporting PDFs
3	Upload
4	wait for success
5	Close. Add the markup.

Details

Note	Upload six supporting PDFs plus the marked-up term sheet. Confirm the files appear on the same Salesforce loan.

* Step 4 — Preview the appraisal

Persona	Dana Whitfield · Borrower
Tell — goal	Keep the supporting evidence within reach.
Show — action	Open the appraisal directly in the workspace.
Tell — business value	Resolve questions faster with the source in view.

Preview the appraisal — Preview the appraisal — Preview the appraisal

What to click

1	harborview-appraisal-2026.pdf
2	inspect valuation
3	All documents.

Details

Note	The appraisal values the property at $5.65 million and excludes personal property.

* Step 5 — Find critical risks

Persona	Loan officer · Claude
Tell — goal	Find the risky changes first.
Show — action	Open the flagged term sheet.
Tell — business value	Prioritize critical risks before they delay closing.

Prompt — Find critical risks — Prompt

Result — Find critical risks — Result

What to click

1	Claude: “What’s the status of Harborview’s distribution facility loan? Which documents in that loan are flagged critical policy risk?”

Details

Note	Use the application just created and scope the search to its folder.

* Step 6 — Check credit policy

Persona	Credit analyst
Tell — goal	Separate borrower requests from bank policy.
Show — action	Compare the markup with cited policy requirements.
Tell — business value	Catch policy exceptions before they become costly rework.

Prompt — Check credit policy — Prompt

Result — Check credit policy — Result

What to click

1	Claude: “Extract loan terms from the marked-up term sheet for that loan and check them against credit policy.”

Details

Note	Compare borrower requests with cited policy; keep requested and approved terms distinct.

* Step 7 — Confirm record changes

Persona	Loan officer
Tell — goal	Analysis should not silently change the record.
Show — action	Review the proposed values, confirm the write, then check the result.
Tell — business value	Reduce rekeying errors while keeping people in control.

Confirm record changes — Confirm record changes — Confirm record changes

What to click

1	Claude: “Validate those terms against the Salesforce record.” Review, then: “Apply only the reviewed amount, rate and term to this loan, confirm.”

Details

Note	Apply only the reviewed amount, rate and term. Re-read the record to confirm the changes.

* Step 8 — Compare prior loans

Persona	Credit analyst
Tell — goal	Check what this borrower previously accepted.
Show — action	Compare the executed agreements with today’s markup.
Tell — business value	Strengthen credit decisions with relevant precedent.

Prompt — Compare prior loans — Prompt

Result — Compare prior loans — Result

What to click

1	Claude: “Compare the covenant terms across Harborview’s prior executed loans and this 2026 markup.”

Details

Note	Compare covenant thresholds, test frequency, guaranties and signatories.

* Step 9 — Record approval

Persona	Credit approver
Tell — goal	Document review and loan approval are separate decisions.
Show — action	Check both statuses before proceeding.
Tell — business value	Keep the loan moving with accountable approvals.

Record approval — Record approval — Record approval

What to click

1	Review document statuses
2	confirm the intended approval scope
3	verify authorized loan approval
4	refresh workspace.

Details

Note	Document approval and loan approval are separate. Confirm both before sending for signature.

* Step 10 — Generate and send the letter

Persona	Loan officer
Tell — goal	Turn approved terms into a populated letter and a governed signature request.
Show — action	Continue the combined generation-and-signing recommendation.
Tell — business value	Reduce paperwork and accelerate borrower acceptance.

Confirm and send — Generate and send the letter — Confirm and send

Commitment letter — Generate and send the letter — Commitment letter

What to click

1	Claude: Generate the commitment letter for this loan and send it for signature using the confirmed signer.
2	continue or confirm the recommended action when needed
3	inspect the exact generated output

Details

Note	The assistant checks the generated letter before sending it to the confirmed signer.

* Step 11 — Sign the letter

Persona	Dana Whitfield · Borrower
Tell — goal	The borrower explicitly opens the signing ceremony.
Show — action	Dana chooses Review and sign to open the signing workspace.
Tell — business value	Make signing convenient and speed up closing.

Sign the letter — Sign the letter — Sign the letter

What to click

1	Portal: Review and sign
2	accept disclosure
3	Begin
4	enter signature
5	Sign & Finish
6	return to workspace

Details

Note	Box confirms completion before the portal closes the signing pane and updates the loan.

* Step 12 — Open the signed documents

Persona	Dana Whitfield · Borrower
Tell — goal	Signing completes this loan, and the borrower keeps access to the records.
Show — action	Verify Closed, then open the signed commitment letter and signing log.
Tell — business value	Give borrowers lasting access to their signed records.

Open the signed documents — Open the signed documents — Open the signed documents

What to click

1	Wait for the workspace to return
2	verify loan status Closed
3	open Signed Commitment Letter
4	return to documents
5	open Signing Log
6	refresh and verify both remain

Details

Note	The loan is Closed. The signed letter and signing log remain available; supporting-document review totals stay separate.

Signed commitment letter preview

Signing log preview

* Step 13 — Close the story

Persona	Presenter
Tell — goal	We started with an application and a document package.
Show — action	Review the Closed loan, document list, and retained signing history.
Tell — business value	Close loans faster with traceable decisions and documents.

Close the story — Close the story — Close the story

What to click

1	Return to workspace
2	point to Closed, Documents, and Document history.

Details

Note	Box connects the evidence, Salesforce records the decisions, and people authorize the actions.

Setup and runbook

Resource	File
Deployment guide	SETUP.md
Document and folder setup	DOCUMENTS-SETUP.md
Metadata configuration	METADATA-TEMPLATES.md
Doc Gen setup	DOCGEN-GUIDE.md
Box Sign tags	BOX-SIGN-TAGS.md
MCP setup	paved-path.md
Copy/paste prompts	DEMO-CLICKPATH.md
Rehearsal and reset	PRESENTING.md
Standalone skill	SKILL.md
Amazon Quick skill	SKILL.md
Connect your AI client	CLIENT-SETUP.md
Runtime configuration example	demo-environment.example.json
Environment template	.env.sample

Borrower documents

Resource	File
Financial statements	harborview-financial-statements-fy2025.pdf
Tax return	harborview-tax-return-summary-2025.pdf
Bank statements	harborview-bank-statements-q2-2026.pdf
Appraisal	harborview-appraisal-2026.pdf
Insurance	harborview-insurance-certificate.pdf
Environmental report	harborview-environmental-report-2026.pdf
Borrower markup	harborview-term-sheet-2026-borrower-markup.pdf

Policies, precedents, and templates

Resource	File
Credit policy library	README.md
2023 executed loan	harborview-loan-agreement-2023-executed.pdf
2025 executed loan	harborview-loan-agreement-2025-executed.pdf
Commitment letter template	los-commitment-letter-template.docx
Commitment letter template (Salesforce managed package)	los-commitment-letter-salesforce-template.docx
Editable term sheet	harborview-term-sheet-2026-markup.docx
Loan seed data	harborview-los-records.json
Credit policy data	credit-policy-playbook.json
LOS-DSCR-001-standard	LOS-DSCR-001-standard.md
LOS-DSCR-002-exception	LOS-DSCR-002-exception.md
LOS-GUAR-001-standard	LOS-GUAR-001-standard.md
LOS-GUAR-002-exception	LOS-GUAR-002-exception.md
LOS-LTV-001-standard	LOS-LTV-001-standard.md
LOS-LTV-002-exception	LOS-LTV-002-exception.md
LOS-RATE-001-standard	LOS-RATE-001-standard.md
LOS-RATE-002-exception	LOS-RATE-002-exception.md
Sample loan application	harborview-loan-application-2026.pdf

Presentation assets

Resource	File
Markdown storyboard	storyboard.md
Platform trio (SVG)	platform-trio.svg
Platform trio (PNG)	platform-trio.png
Platform trio, Amazon Quick (SVG)	platform-trio-quick.svg
Platform trio, Amazon Quick (PNG)	platform-trio-quick.png
Loan journey	loan-journey.png
Borrower portrait	borrower.jpg
Loan officer portrait	loan-officer.png
Credit approver portrait	credit-approver.png