AI Agent for Lending AI Agent for Lending

Win the borrower before competitors even dial

Callers agents call, qualify, and book a meeting for your leads when they submit them, securing your position as the
first-choice lender.

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End-to-end Solution End-to-end Solution

Human agents are holding you back

Support & Operations

Support & Operations
Welcome calls and missing documents

Welcome calls and missing documents

The agent handles the welcome calls, chases missing documents, and nudges borrowers for signatures day and night.

Borrower OnboardingBorrower Onboarding
Inbound borrower questions

Inbound borrower questions

The agent answers routine questions such as balance, payment status, and ACH setup. Available at 24/7 with no wait time and no agent involvement.

Inquiry ResolutionInquiry Resolution
Early-stage collections

Early-stage collections

The agent handles compliant, polite collection calls for early delinquency accounts. Reduces agent workload while maintaining regulatory consistency.

Debt CollectionDebt Collection
Post-funding support

Post-funding support

The agent answers borrower questions after funding, explains first payments and account details, and reduces follow-up calls to your support team.

Inbound SupportInbound Support
The teamThe team

White-glove service. We handle the work.

More than a vendor. We are your revenue partner.

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We Build

We Build

From custom funnel mapping to script-perfect cadences designed for your specific loan products.

We Launch

We Launch

Go live in 48 hours with zero friction.
Full CRM integration and technical
setup.

We Optimize

We Optimize

Managed entirely by our team. Constant performance monitoring and script iterations to keep you winning.

Your revenue partnerYour revenue partner

Human agents are holding you back

Sales & acquisition

Sales & acquisition
Connect with leads in under 30 seconds - 4X in CVR

Connect with leads in under 30 seconds - 4X in CVR

Manual outreach is too slow for the digital age. Secure up to
a 391% boost in conversions by ensuring your AI agent calls every single lead immediately, every single time.

Speed to leadSpeed to lead
Extract a 3x ROI from your old leads

Extract a 3x ROI from your old leads

Stop letting old leads go cold. Our AI revives dormant applications into active deals—unlocking new revenue from your existing database with zero extra marketing spend.

Lead RevivalLead Revival
Business doesn't stop at 5 PM

Business doesn't stop at 5 PM

Capture the after-hours intent. Secure every weekend and holiday lead before the Monday morning rush, responding 24/7 without ever putting a customer on hold.

24/7 Inbound24/7 Inbound
Score intent in real-time and filter the "weeds"

Score intent in real-time and filter the "weeds"

Don't waste your top closers on dead-end calls. Our AI pre-qualifies every prospect, ensuring your team spends 100% of their day talking only to ready-to-buy applicants.

Lead QualificationLead Qualification
ComparisonComparison

The math of funded loans:
results that speak for themselves

4.5x ROI, 90% faster response, 65% less call‑center dependency.

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Use CasesUse Cases

Built for lending services complexity

Our platform is built to deliver predictable results, not just features.

Debt Collection

Automatically turn cold lists into qualified pipeline

Debt Collection

Lead Qualification

Pre-qualify leads instantly and boost conversion rates

Lead Qualification

Onboarding & Welcome Flows

Welcome every new customer with a personalized, human-like call

Onboarding  & Welcome Flows

Lead Revival

Re-engage cold leads with natural AI conversations that uncover new intent and qualify in real time

Lead Revival

Churn Risk

Stop churn before it starts with an always-on AI agent for retention

Churn Risk

Win Back & Re-Engage

Re-engage churned or inactive customers with human-like AI calls that feel personal

Win Back & Re-Engage
FAQAll You Need to Know

Frequently Asked Questions

Security & Compliance Security & Compliance

Enterprise infrastructure for high-stakes lending

Designed for speed. Compliance. Results.

Native CRM & LOS Sync

Direct, bi-directional integration with Salesforce, HubSpot, and Encompass. Zero manual work—just a seamless flow of data.

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TCPA & FDCPA Compliance

100% script-perfect adherence. Every interaction is recorded, logged, and creates a permanent, audit-ready trail.

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Bank-Grade Security

SOC 2 Type II, PCI, and CCPA certified. Your borrower data is protected by the highest global standards for financial privacy.

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Smart Privacy & Access

Automatic hiding of SSNs and account numbers in every recording. Secure SSO login and custom team permissions to keep you in total control.

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Get started with CallersGet started with Callers

Ready to fund more loans this month?

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