An always-on Sales rep
that replies in seconds.
Bolts onto your CRM. Pick the leads it manages. Sends the right reply within ~90 seconds — every time, business-hours-aware, TCPA-compliant, with a kill switch you control.
No sales call required to see pricing · Cancel anytime · TCPA-friendly defaults
The bot you'd build if you had three engineers and six months
Designed for lending operations specifically. Not a generic chatbot retrofitted with sales prompts.
Sub-90-second reply latency
Event-driven sync from your CRM — when a lead replies, the bot's working on a response within one tick, regardless of how dormant the lead was. No 30-minute polling lag.
TCPA-friendly by default
Per-tenant daily outbound caps, business-hours gating tuned to each lead's local timezone, automatic opt-out detection, and a master kill switch. You stay compliant.
Full granular control
Dry-run mode (approve every reply before it sends), per-lead silence, custom dispositions, follow-up toggles. Every lever is exposed — no black box.
Hand off the boring, repetitive parts of the day
The bot doesn't replace your closers — it absorbs the work nobody on the team actually wants to do, so they can stay on revenue-generating calls.
Engages new leads in seconds, every time
New CRM activity → bot picks it up in one tick → personalised opener out the door, business-hours-aware. No more leads going cold while you sleep, eat, or take the kids to soccer.
Chases the paperwork your team forgets to ask for
Applications, bank statements, voided checks, drivers’ license, stipulations — the bot pings the lead with the right context for each missing item, daily, until the file’s complete. Stops the moment the doc lands.
Sells only the leads you point it at
You pick which Smart Views or Lists the bot manages — everything else stays untouched. Tell it the lender persona, products, tone, and objection-handling: it stays in lane.
Keeps funded customers warm for renewals
The conversation doesn’t end at funding. Light check-ins, renewal nudges before the term’s up, win-back outreach if a competitor poaches them. Most of your revenue is hiding in customers you already closed.
Recovers payments without the awkward call
Late payment? The bot opens a respectful, escalation-aware sequence — reminders that get firmer over time, with a hand-off to you the moment legal language is needed.
Custom-trained for whatever objective is next
Got a workflow we don’t cover yet? We co-design new objectives with you — persona, tools, conversation flow versioned per customer. ~6 weeks per net-new use case is typical.
Every function ships with the same controls: dry-run approval queue, per-lead silence, daily TCPA caps, kill switch. See what’s included →
Drops into your team like a senior closer.
Trained on hundreds of hours of top-performing lender conversations. It knows when to push, when to slow down, when to flag a lead for a human. It never forgets a follow-up.
- Pulls full conversation history from your CRM
- Detects opt-outs + closing signals automatically
- Flags complex deals for human review with a warm-hold ack
- Mirrors every action back into your CRM — you keep your system of record
Dead leads don't stay dead.
Most "AI texters" send one opener and ghost for a week. This one doesn’t. The bot keeps the conversation breathing through layered daily touchpoints — so leads stay engaged instead of forgetting you exist.
The reality of sales: a lead that ghosted you on day 1 might be ready on day 7. Most teams forget. The bot doesn’t. Stale pipeline keeps getting re-touched on a TCPA-friendly cadence — without you lifting a finger.
- Status touchpoint after ~2 hours of silence — keeps an active conversation warm
- "Never want to be a pest" check-in at 24 hours of no reply
- Fresh opener angle every 5 business days — never the same script twice
- Stops the second a lead opts out, funds, or goes terminal
- Every outbound counts toward your daily TCPA cap — never spammy
Every lever, exposed.
A panic button when you need one. Granular toggles for the day-to-day.
One button stops every outbound. Resume when ready.
Approve every reply before it sends. Safe default for new accounts.
Mute the bot on a single lead while it keeps working everyone else.
TCPA-friendly throttle. Set the limit, the bot respects it.
Define your pipeline stages. The bot uses your labels.
Bot flags complex cases + sends a warm-hold ack while you respond.
Honest. Flat. Cancel anytime.
No usage surprises. The Anthropic spend cap is yours to set. One-time setup fee covers concierge onboarding.
See the bot run on your account in 30 minutes.
We onboard concierge-style. You point us at the leads you want managed, we do the rest. Live within 24 hours.