Broker desks lose hours hunting lender criteria across PDFs and portals. Criteria AI turns policy extracts into searchable rules and document indexes.
Choose Criteria Rules for structured matching, RAG for narrative policy, or GraphRAG when relationships between topics matter. Toggle lenders, ask about CCJs or LTV, and apply the client profile for pass/fail.
That is the difference between a chatbot demo and criteria search wired into how advice actually happens.