An AI assistant that completes more loan applications
Replace your static form with a conversational assistant that guides each applicant, validates their documents, and reaches back out to the ones who drop off. Your originations team gets more completed files without adding headcount.
Stop losing borrowers between the first inquiry and the completed application
Replace your static form with a live assistant
Text or voice, directly on your site
The assistant embeds on your application page and talks to borrowers through chat or live voice. It asks for the same information a loan officer would and adapts each question to the previous answer.
Documents checked while the borrower is still there
Borrowers upload pay stubs, IDs, and bank statements inline. The assistant reads each file, flags missing pages or unreadable scans, and requests a clean copy before the session ends.
Re-engage every drop-off without a generic drip campaign
Every dropped application in one view
The assistant records the exact point every applicant stopped. You see them grouped by reason: missing document, abandoned session, declined income question, incomplete employment history.
Follow up with context the borrower recognizes
Select the applications you want to recover and the assistant contacts each borrower by email, SMS, or a direct phone call. Every message references the specific field that stopped them, not a generic reminder.
A phone call, not a callback queue
Live voice, no hold music
Borrowers pick up the phone instead of filling out a form. The assistant answers, walks them through every question, and captures the same data your underwriting team expects from a written application.
Transcripts feed your underwriting file
Every call produces a structured transcript, the captured application data, and the flagged risk markers. Your underwriters open a complete file, not an audio recording.
How much are you currently losing to drop-offs?
Plug in your numbers. The calculator shows the annual originations and net interest margin you leave on the table today, and what the assistant would recover.
Applications started per month
Not tracking this yet? We can help you measure it with our analytics solutions.
See the assistant run on your own applications
We install a pilot on a small share of your traffic and compare completion rates against your current form. No migration, no changes to your underwriting rules.