A business owner looking for funding submits to several lenders in the same afternoon. Speed to first contact decides who ends up with the file. The MIT Lead Response Management Study’s analysis of over 100,000 call attempts found that responding within five minutes made contact roughly 100 times more likely than waiting thirty.
The file goes to whoever moves first and stays in touch longest. This is the order the four take it in, from the minute it lands.
The enquiry is answered while the applicant is still comparing, and the amount sought, time in business, monthly revenue and use of funds are captured in that first conversation.
Minutes, not hoursWhat documents are needed, what happens next and how the steps run, explained consistently rather than through a chain of emails with your team.
Questions clearedThe days a file sits with underwriters are where applicants get nervous and answer a competitor’s call. Contact continues through them.
In-process contactApplicants who stalled or were not ready at the time sit in your CRM already. They are worked from those records rather than left there.
Database workedAva responds to a funding enquiry in the minutes after it lands, not the next business morning — which for a shopped application is the difference between a file and a lost one.
Amount sought, time in business, monthly revenue and use of funds get captured in the first conversation, so your team is triaging real files instead of chasing basic facts by email.
Tessa maintains contact during the days a file sits in underwriting, which is where applicants get nervous and answer a competitor’s call.
Generic voice AI fails in specific ways in every industry. These are the three that matter in business lending, and how they are handled during setup.
The AI collects and routes. Decisioning stays entirely with your underwriters, and the boundary is set during configuration.
SMS and voice contact operate within the consent and contact-window rules you set for your jurisdiction and product.
You define what the AI must never handle alone. Anything past that line is routed to a named person with the full transcript attached, rather than being guessed at. Human oversight is a design requirement, not a fallback.
Setup is $3,000 per AI Employee, or $10,000 for four under the Go All In plan. Published on the pricing page, not held behind a form.
Talk to a person
Bring your call log to the call and we will work through your actual numbers rather than an industry average.
Book my demoOr call +1 813-252-1961 directly. See all industries.
