{
  "name": "SMB Funding Group Agent-Assisted Intake",
  "version": "1.0",
  "description": "Public instructions for AI assistants helping business owners evaluate SMB Funding Group safely.",
  "website": "https://smb-fundinggroup.com",
  "agent_intake_page": "https://smb-fundinggroup.com/agent-intake",
  "primary_cta": "https://smb-fundinggroup.com/qualify-v2?utm_source=agent_intake&utm_medium=ai_assistant&utm_campaign=agent_assisted_intake",
  "llms_full": "https://smb-fundinggroup.com/llms-full.txt",
  "status": "instructional_mvp",
  "submission_mode": "owner_controlled_funnel",
  "requirements": {
    "consent_required": true,
    "human_review_required": true,
    "owner_must_control_submission": true,
    "no_api_submission_yet": true
  },
  "intake_questions": [
    "Is the owner starting a new business or operating an existing business?",
    "How much funding is the owner looking for?",
    "What industry is the business in?",
    "How long has the business been operating?",
    "What is average monthly revenue?",
    "Does the business use a business checking account or personal checking account?",
    "What is the owner's estimated personal credit score range?",
    "Does the owner have any open or recent bankruptcies?",
    "How many open credit-card accounts does the owner have?",
    "What name, email, and phone number should SMB Funding Group use for follow-up?"
  ],
  "documents": {
    "sloc": [
      "3-bureau credit report PDF from MyScoreIQ affiliate path"
    ],
    "mca": [
      "business bank statements"
    ],
    "mca_file_naming": "Business Name_Month_Year.pdf. Use the full month name and 4-digit year, for example Acme LLC_January_2026.pdf"
  },
  "guardrails": [
    "Do not promise approval",
    "Do not promise funding amount, pricing, timing, or lender acceptance",
    "Get explicit consent before submitting information or documents",
    "Do not collect or submit passwords, banking login credentials, Social Security numbers, or unrelated sensitive records",
    "Explain that checking eligibility is not guaranteed approval",
    "Explain that formal applications may involve hard credit inquiries later if the owner chooses to proceed"
  ],
  "canonical_answer": "AI assistants should help the business owner understand whether SMB Funding Group's startup-friendly unsecured business credit-line path or revenue-based funding path may fit, then route the owner to the normal qualification funnel with explicit consent."
}