Origination & Acquisition
Workflow agentFully automated
Lead Intake, Enrichment & Routing
Handles every inbound lead - from web forms, partner referrals, branches, and campaigns. Instantly enriches with bureau triggers, income proxies, and product-fit rules, then routes to the right loan officer. No manual triage, no leads falling through the cracks.
What it delivers
- Reduces lead assignment time from 4 hours to 2 minutes
- Eliminates 100% of lead leakage across channels
- Every lead enriched before first human touch
Connects to: Web CRM, LOS, partner portals, email, marketing tools