Be available when financing becomes part of the decision.
A home, education, or business decision may reach a financing stage. Lender options can then be explored. Nobody is called because ESI knows their income. Eligibility, callback, and application start only if the person asks.
The user journey
Understand affordability, estimate financing, compare relevant products, read price and terms, then choose whether to check eligibility.
Organisation role
A verified lending partner can publish a product for a journey stage and a geography. ESI may use permitted context internally to decide what is relevant. The lender does not receive that context unless the person shares specific fields.
What a handoff can include
Only the fields that workflow needs — for example name, phone, and an approximate requirement. Bank statements, investments, health, and career history stay out unless a later step explains them separately and the person permits them.
Participation formats
Designed to support information, a tool, a listing, a comparison, an offer, an application, an introduction, a booking, or a transaction where that format is actually implemented. Payment does not turn an option into “best for you”.
Data and user control
Introductions are user initiated. Sharing is limited to what that action needs. The person sees why an option appeared and chooses whether anything is shared. My ESI stays with the person.
Designed for permissioned, user-initiated financial journeys. Live regulated handoffs will be enabled only under the appropriate operating and regulatory framework.
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