Equipment finance deals packaged and chased to funding
Builds the lender package for each machine deal from credit apps, statements and returns, and chases lenders and the customer until the deal is funded.
Deals wait on paperwork.
Lenders want credit apps, tax returns, bank statements and equipment specs in a certain format. Sales reps collect it piece by piece, miss documents, and resubmit, while the customer keeps talking to the competitor.
A contractor agrees to buy an excavator on a Wednesday but needs financing. The credit app comes back missing two years of tax returns, and the lender package does not go out until the next week.
Finance application desk, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Collect the documents
Sends the customer a checklist and gathers the app, statements and returns.
- 2
Package for lenders
Builds the lender package with machine specs, price and down payment.
- 3
Chase approvals
Follows up with lenders and the customer until the deal is funded.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Complete lender packages the first time
- Reps freed from document chasing
- Customers stay engaged while credit runs
Works inside the systems you already run
Before you ask.
Builds the lender package for each machine deal from credit apps, statements and returns, and chases lenders and the customer until the deal is funded. It works in three steps: collect the documents, package for lenders and chase approvals.
It works inside the tools your team already uses, including CRM, email, lender portal and DMS. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
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Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.