01 — What breaks
Where lending & finance teams lose time.
Applicants wait for callbacks, documents arrive in pieces, and each lender has a different submission format.
Regulators expect evidence of every check and decision.
02 — What we build
Systems for lending & finance.
Qualification
AI voice and form qualification on income, employment, amount and purpose, writing a score to the CRM.
Document checklists
Per-product checklists with automatic reminders until complete.
Lender submissions
Applications tracked per lender with stages, conditions and outcomes.
KYC and audit
Verification integrations and logged decisions.
FAQ
Questions from lending & finance teams.
Can the AI agent pre-qualify applicants?
Yes, against your criteria, and it books qualified applicants with an adviser.
Can each lender’s requirements be tracked?
Yes, as conditions on each submission with due dates.
Is this suitable for regulated firms?
It supports your compliance process with an audit trail; your compliance officer sets the rules.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about CRM for lenders & finance brokers.
Tell us what you run today and where it breaks. We reply within one business day.