Client Information
Business Information
Loan Information
Financial Information
2025
Loan Application Report
Comprehensive Analysis & Risk Assessment
Approval Probability
Application
Lex Project is a web-based loan pre-assessment and scoring tool built for loan officers to evaluate client eligibility before submitting formal loan applications. It integrates proprietary calculators—Charolette and Charlie—to generate personalized loan offers and risk assessments based on client input.
Client Information
Full Name
Date of Birth
Gender
Age
Address
Business Information
Business Name
Business Location
Owner Operator
Business Age
Employees
Business Structure
Monthly Revenue
Cash Flow
Loan Information
Loan Type
Loan ID
Requested Amount
Term Requested
Financing Type
Previous Loans
Application Date
Financial Information
TransUnion Score
Debt Service Ratio
Credit Card
Monthly Salary
Monthly Liabilities
Negative Ratings
Charlie Loan Officers
Christiane
The Cautious Optimist
The Cautious Optimist
Julian
The Growth Scout
The Growth Scout
Sage
The Steady Hand
The Steady Hand
Noah
The Realist
The Realist
Maya
The Risk Balancer
The Risk Balancer
Loan Offers vs Requested Amount
Approval Probability