PRE-QUALIFY LOANSWHILE YOU SLEEP24/7 LEAD GENERATION
AI educates prospects about loan options, pre-qualifies applicants, and sends you qualified leads ready to convert. Turn your website into a 24/7 loan officer.
TRANSFORM YOURLOAN ORIGINATION
Let AI handle initial consultations, educate borrowers, and deliver pre-qualified leads to your inbox.
Instant Pre-Qualification
AI calculates loan eligibility, explains options, and collects necessary information - delivering warm leads ready to close.
Document Collection
AI guides applicants through required documents, explains what's needed, and ensures complete applications before handoff.
Lead Nurturing
AI follows up with prospects, answers questions about rates and terms, keeping them engaged until they're ready to apply.
AI THAT KNOWSYOUR LOAN PRODUCTS
Upload your rate sheets, loan programs, and qualification criteria. Your AI becomes an expert loan officer who never forgets a detail, always quotes accurately, and knows exactly which products fit each borrower.
What You Can Upload:
- Loan products & rate sheets
- Qualification requirements
- Payment calculators & terms
- Compliance guidelines
- Company policies & FAQs
HOW YOUR FINANCE AIQUALIFIES BORROWERS
Watch how AI transforms curious visitors into qualified loan applicants ready to close.
Visitor Explores Options
Prospect visits your site looking for loan information or rates.
AI Pre-Qualifies
Explains loan options, calculates payments, and determines eligibility.
You Get Hot Leads
Receive pre-qualified applicants with all information needed to close.
REAL FINANCE CONVERSATIONSTHAT CONVERT
Mortgage Pre-Qualification
Visitor:
"I'm looking to buy a home around $400,000"
AI:
"Great! I can help you explore your mortgage options. To give you accurate information, could you tell me your approximate annual income and if this would be your primary residence?"
Visitor:
"Income is about $85,000 and yes, primary home"
AI:
"Based on your income, you could qualify for up to $425,000 with our conventional loan at 6.75%. With 10% down ($40,000), your monthly payment would be approximately $2,340 including taxes and insurance. Would you like me to explain our first-time buyer programs that require less down?"
→ Qualified lead with budget confirmed
Business Loan Inquiry
Visitor:
"Do you offer business lines of credit?"
AI:
"Yes! We offer business lines of credit from $10,000 to $500,000. To help determine your options, how long has your business been operating and what's your average monthly revenue?"
Visitor:
"3 years, about $50k monthly revenue"
AI:
"Excellent! With 3 years in business and $600k annual revenue, you could qualify for up to $150,000 line of credit at prime + 2%. You'd only pay interest on what you use. Would you like me to collect some information to get you pre-approved today?"
→ Business owner ready to apply
BUILT FOR MODERNFINANCIAL SERVICES
Everything lenders need to automate lead qualification and grow their loan portfolio.
Compliance Built-In
AI follows all regulatory guidelines, provides required disclosures, and maintains audit trails for every conversation.
Lead Analytics
Track conversion rates, popular loan types, and common objections to optimize your offerings.
Multi-Product Support
Mortgages, personal loans, business loans, lines of credit - AI handles them all with expertise.
DESIGNED FORFINANCIAL SUCCESS
Higher Conversion
Pre-qualified leads convert 3x better than cold inquiries
24/7 Operation
Capture and qualify leads even outside business hours
Compliant & Secure
Bank-level security with full regulatory compliance
REAL LENDERSUCCESS STORIES
Increase in qualified leads
Reduction in cost per lead
Lead qualification coverage
ROI in first 6 months
Community Bank Success
Regional Lender - 15 Branches
"Our AI agent pre-qualifies mortgage applicants 24/7. We've seen a 312% increase in qualified leads and our loan officers now focus only on closing deals, not initial screening."
→ $2.3M additional loans closed in 6 months
Online Lender Growth
Digital-First Finance Company
"The AI handles all our initial business loan inquiries, educating prospects and collecting documentation. Our close rate has tripled since implementation."
→ 67% reduction in cost per acquisition
READY TO TRANSFORMYOUR LENDING BUSINESS?
Join successful lenders using AI to pre-qualify more borrowers and close more loans. Start with our free trial.