In this session, we will you through a production-ready Commercial Checking Account product that's already built, pre-integrated, and ready to launch. No configuration from scratch, no partner contracts to wrangle. Just log in, review how it was built, and go live.
How to find and use a pre-built Commercial DDA product template inside Product Studio — already published and production-ready out of the box.
How the multi-page application flow is structured, including business info capture, owner verification via TransUnion TrueValidate, and commercial bureau scoring through Equifax.
How applicants upload required documents, review and e-sign consent forms, and receive an instant decision — with date, time, and IP stamp recorded automatically.
How submitted applications appear in the Agent Dashboard, where your team can review applicant data, verification results, uploaded documents, and a full activity log in one place.
How ARC AI pulls from the application to generate a summary and surface key risk signals — so your agents spend less time reading reports and more time making decisions.
How pre-programmed rules like the Equifax commercial score cutoff are already set up in Rule Studio and ready to use from day one.