cash advance customer approval/ denial online app, software or system

Build a client cash advance approve program

I need a online app or online software or system that I can put in specific criteria to determine if a customers qualifies to receive a cash advance from our company. For example if we mark that he customer is a new customer it should prompt the staff the client is denied until bringing in all tax documents can not apply but if it is a returning customer it will ask them if the client is on the red list deny if not on the red list ask how much is 2021 refund with out child tax credit if above $2000 ask about tax offsets if below $2000 denied if more then 2 tax offsets denied if currently unemployed denied, mark to pull transcript, mark what documents are missing, mark preparers name, mark audited by, and so forth