AI Settlement Offer Generation
AI calculates a settlement offer from debt amount, creditor history, and the client’s financial profile, generates the offer letter, and routes it to a manager for review.
Trigger: An agent requests an offer.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Generate offerTrigger
Started manually from the docket.
- 2Gather debt detailsAction
Pulls balances, creditor, and history.
- 3Calculate offerAI
AI proposes an amount and terms.
- 4Generate offer letterAction
Builds the letter from a template.
- 5Manager reviewAction
Routes the draft for approval.
- 6Log offer createdEnd
Records the offer on the docket.
What it does for your team
Data-driven offers grounded in creditor history
A finished letter, not just a number
A human approves before anything goes out
Powered by EON nodes
Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
Related Settlement & Negotiation templates
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Settlement Offer Drafter
Draft an offer with amount, terms, and schedule.
Settlement Eligibility Scorer
Score whether a debt qualifies for settlement.
Run “AI Settlement Offer Generation” on your business
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