Case study · Finance

Automated lead qualification for a lending team

A lending team needed faster first response on high-intent applicants.

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The challenge

Leads sat in web forms overnight, and the sales team wasted time on inquiries that were never going to qualify.

What we built

The result

Response time dropped and the sales team focused on applicants who were ready to talk.

Built with

Services and stack

Intake agentLead scoringCRM integrationMore on Insurance

Intake, scoring and routing so no inquiry slips through.

An AI sales development rep that qualifies and books meetings for closers.

Pipelines that update, assign and follow up on their own.

More work

A multi-location clinic needed after-hours coverage without hiring a night desk.

A growing DTC brand was drowning in shipping and returns questions.

A brokerage wanted 24/7 answers on listings without burning its agents out.

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