Financial Services
& Lending

Headshot

Stop chasing leads. Start closing them.

Convert More Applicants Into Clients — Without Extra Admin

Problem

  • For Loan Officers, Operations Directors, and Lending Managers, speed isn’t just efficiency — it’s revenue. Every minute you spend retyping data or chasing missing documents is a minute your competitor spends approving that same borrower. A message like: “Looking for a $50k business loan — can we talk today?” shouldn’t sit unread in an inbox. But manual intake, back-and-forth emails, and scattered systems slow the entire pipeline. Borrowers lose patience, trust fades, and qualified applicants walk away — often straight to another lender that replied first.

Solution

AutoFlow AI transforms how lending teams manage inquiries from the first message to final approval — with automation that works like an extra team member.



  • Instant Intake

    Lead Management

    Captures loan requests and applicant details the moment they come in — no more waiting or manual entry.

  • Instant Intake

    Lead Management

    Captures loan requests and applicant details the moment they come in — no more waiting or manual entry.

  • Instant Intake

    Lead Management

    Captures loan requests and applicant details the moment they come in — no more waiting or manual entry.

  • Smart Pre-Qualification

    Filters out unqualified applicants so officers can focus on serious leads.

  • Smart Pre-Qualification

    Filters out unqualified applicants so officers can focus on serious leads.

  • Smart Pre-Qualification

    Filters out unqualified applicants so officers can focus on serious leads.

  • Follow-Up Reminders

    Tracks pending documents or signatures and prompts staff to re-engage applicants.

  • Follow-Up Reminders

    Tracks pending documents or signatures and prompts staff to re-engage applicants.

  • Follow-Up Reminders

    Tracks pending documents or signatures and prompts staff to re-engage applicants.

  • CRM Sync

    Every applicant and update logs automatically into your CRM.

  • CRM Sync

    Every applicant and update logs automatically into your CRM.

  • CRM Sync

    Every applicant and update logs automatically into your CRM.

  • Smart Integrations

    Connect Salesforce, Gmail, and DocuSign to automate paperwork, reminders, and approvals in one seamless flow.

  • Smart Integrations

    Connect Salesforce, Gmail, and DocuSign to automate paperwork, reminders, and approvals in one seamless flow.

  • Smart Integrations

    Connect Salesforce, Gmail, and DocuSign to automate paperwork, reminders, and approvals in one seamless flow.

Outcome

For lenders using AutoFlow, the results go beyond time saved — they translate directly into revenue growth and happier borrowers:



  • Up to 30% faster loan approvals

    Hot

    leading to more completed deals and better client satisfaction.

  • Up to 30% faster loan approvals

    Hot

    leading to more completed deals and better client satisfaction.

  • Up to 30% faster loan approvals

    Hot

    leading to more completed deals and better client satisfaction.

  • 15–20% higher conversion rates

    from application to client, thanks to faster, personalized engagement.

  • 15–20% higher conversion rates

    from application to client, thanks to faster, personalized engagement.

  • 15–20% higher conversion rates

    from application to client, thanks to faster, personalized engagement.

  • Twice as many complete applications

    reducing drop-offs caused by missing information.

  • Twice as many complete applications

    reducing drop-offs caused by missing information.

  • Twice as many complete applications

    reducing drop-offs caused by missing information.

  • Savings of 8–10 admin hours per loan officer weekly

    freeing teams to close more qualified loans — often adding $50k–$100k in monthly funded volume.

  • Savings of 8–10 admin hours per loan officer weekly

    freeing teams to close more qualified loans — often adding $50k–$100k in monthly funded volume.

  • Savings of 8–10 admin hours per loan officer weekly

    freeing teams to close more qualified loans — often adding $50k–$100k in monthly funded volume.

AutoFlow

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FAQ

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AutoFlow AI

AutoFlow