Unstructured opportunity capture
Lending opportunities live in spreadsheets, inboxes, or generic CRM deals that lose channel, segment, and stage meaning.
Core conceptsComeBk
Authoritative product description for ComeBk — purpose, users, capabilities, and how to get started.
ComeBk is a marketing and sales business kernel for commercial lending. It models go-to-market workflows — channels, cycles, and opportunity motion — for banks and NBFCs.
Teams use it to structure how opportunities are found, evaluated, and advanced. Decision-facing outputs carry explainability requirements as part of the product contract.
ComeBk owns the marketing and sales domain. Shared platform services provide tenancy, identity, and observability underneath without absorbing that mandate.
Operational problems ComeBk addresses in commercial lending go-to-market. Detail remains in documentation.
Lending opportunities live in spreadsheets, inboxes, or generic CRM deals that lose channel, segment, and stage meaning.
Core conceptsSales and relationship teams advance work inconsistently when stage rules are informal or enforced only in meetings.
Opportunities guideMarketing campaigns and partner channels feed motion without durable labels that survive reporting and handoff.
Cycles guideLeaders cannot see where opportunities stall across channels and cycle stages using lending-native vocabulary.
Product overviewEnterprise CRMs mirror poorly when they reverse-author stage and channel state for commercial lending workflows.
CRM mirror guideRecommendations and stage changes used in judgments lack structured explanations when teams need to revisit why.
API overviewIntended users from the product model. Personas beyond this set are not claimed.
Commercial banking teams that run lending go-to-market motion across relationship and campaign channels.
Getting startedNon-bank lenders that need the same structured opportunity workflows without inheriting a bank CRM shape.
Getting startedOperators who capture and advance facilities, expansions, and refinance opportunities through agreed stages.
Opportunities guideTeams that originate channel and campaign entry into motion and need taxonomy that survives handoff.
Cycles guideOwners of lending GTM process who define cycles, required fields, and production readiness criteria.
Implementation guideHigh-level workflow. Implementation steps live in Getting Started and Guides.
Define cycle stages and channel taxonomy with process owners before enforcement.
Read guideCreate opportunities with channel, segment, owner, and product-fit context.
Read guideAdvance through early stages under shared policy; invalid skips return conflicts.
Read guideContinue stage motion and request explanations when outputs inform credit or sales judgments.
API overviewReport on channels and stages; optionally mirror state to CRM without changing system of record.
CRM mirror guideMajor capability areas — not a feature matrix. Guides and API docs own the depth.
Durable channel taxonomy for relationship, campaign, partner, and inbound entry into motion.
Cycles guideLending-native opportunity records instead of generic CRM deal shapes for facilities and expansions.
Opportunities guideOrdered cycles with stage history, owners, and policy for commercial lending go-to-market.
Core conceptsAllowed transitions and required fields enforce process without encoding every micro-step in UI scripts.
Opportunities guideStructured explanations on decision-facing reads when judgments need a revisit trail.
API overviewFilter and list opportunities by stage and channel for leaders who need operational transparency.
ArchitectureRepresentative path from process alignment through production cutover.
Process owners agree cycle stages, channels, and required fields before API enforcement.
Implementation guideInstall credentials, verify connectivity, and create a sample opportunity cycle.
Quick startRelationship and marketing teams capture real opportunities in the agreed taxonomy.
Opportunities guideEnable transition checks and required fields once usage patterns stabilise.
Cycles guidePush summaries to CRM or warehouse consumers; keep ComeBk as workflow system of record.
CRM mirror guideWalk the deployment checklist, pin API versions, and confirm on-call ownership.
Deployment checklistRepresentative entries from the documentation collections.
Create a minimal opportunity cycle and confirm read/write path against the ComeBk API.
ReadVocabulary for cycles, channels, opportunities, and explainability in ComeBk.
ReadCreate, advance, and query opportunities across cycle stages.
ReadAuthentication, resource model, errors, and versioning for the ComeBk HTTP API.
ReadSelected entries from the resources catalog.
Recent published releases from the Release Notes collection.
Admin cycle and channel writes, deployment hardening, and documentation catalog expansion.
ReadStage advancement, explainability includes, and webhook delivery for opportunity updates.
ReadInitial public API surface for opportunities, authentication, and tenant configuration.
ReadEntries from the Documentation FAQ collection.
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