# Verify loan documents and score eligibility with Claude: n8n workflow

> Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude.

Source: https://millionrounds.com/workflow/verify-loan-documents-and-score-eligibility-with-claude (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Documents and files](https://millionrounds.com/workflows?category=Documents+and+files#library)

# Verify loan documents and score eligibility with Claude

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude. 21 steps, 2 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fverify-loan-documents-and-score-eligibility-with-claude)

**21 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**2** Loops or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 4 Model 4 Logic 9 Service 4

The steps in the order they run, from what starts it.

- 1 **Webhook - Receive Loan Application** Webhook *Starts it*
- 2 **Anthropic - Verification Model** Lm Chat Anthropic *Model*
- 3 **Anthropic - Eligibility Model** Lm Chat Anthropic *Model*
- 4 **Set - Prepare Application Context** Set *Logic*
- 5 **AI - Verify & Extract Document Data** Agent *Model*
- 6 **AI - Generate Eligibility Assessment & Recommendation** Agent *Model*
- 7 **JS - Parse Document Verification Output** Code *Logic*
- 8 **JS - Parse Eligibility Output** Code *Logic*
- 9 **IF - Documents Sufficient** If *Logic*
- 10 **Wait For Result** Wait *Logic*
- 11 **JS - Calculate Financial Ratios & Risk Score** Code *Logic*
- 12 **Respond to Webhook - Documents Insufficient** Respond To Webhook *Starts it*
- 13 **JS - Format Final Application Record** Code *Logic*
- 14 **Wait - Before Eligibility AI** Wait *Logic*
- 15 **Save Application to Google Sheets Tracker** Http Request *Service*
- 16 **IF - Auto-Decidable** If *Logic*
- 17 **Send Applicant Approval Email** Http Request *Service*
- 18 **Send Internal Review Notification Email** Http Request *Service*
- 19 **Send Applicant Status Email** Http Request *Service*
- 20 **Respond to Webhook - Under Review or Declined** Respond To Webhook *Starts it*
- 21 **Respond to Webhook - Approved** Respond To Webhook *Starts it*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 21, with 2 branches, 2 loops or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Nothing by connector; it calls services over plain HTTP
- **Model:** Claude

## Questions

What does it need to run?

An n8n account, and a key for Claude. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 21 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 21 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fverify-loan-documents-and-score-eligibility-with-claude)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

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Also documents and files, with the same services where possible, closest in size first.

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