AI Funding Solutions
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The agentic software that
qualifies, routes, and funds your leads.

Agentic software that qualifies every lead on real financial data, routes it, and funds the deal. We only make money when you do.

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What changes once it’s installed.
The direction every number moves once the software is in and working. Illustrative; individual results vary.
−63%
Cost per qualified lead
3.1×
Qualified sales calls
Faster
Funding approvals
+41%
Conversion to funded
What it replaces

The old way loses your best deals. The installed way funds them.

Three jobs your funnel already does, qualifying leads, working them, and funding the deal, done badly on guesses, or done right on real financial data the moment you install the software.

01Qualifying your leadsDecisions on data, not guesses
The old way
You ask. They answer.
Opt-in and application forms try to qualify people financially by asking, income, budget, “are you serious?” But humans say what gets them through, not what’s true. You’re reading answers, not facts.
  • ✕Self-reported income & budget
  • ✕People fudge to pass the form
  • ✕You “qualify” on data that isn’t real
Installed with us
You read the data.
The smart form runs a soft pull and reads actual credit, income and affordability the moment a lead enters. No one can fake it. Every lead is qualified on real financial data, the thing the old form was only pretending to do.
  • ✓Real credit, income & DTI on a soft pull
  • ✓Impossible to fudge
  • ✓Every decision made on real data
02Your sales teamHours back, higher close rate
The old way
Reps call everyone.
Outbound to the whole list. Reps chase and book calls that may or may not be qualified, burning hours on people who were never going to fund, and the wrong clients get sold.
  • ✕Dials wasted on unqualified leads
  • ✕Calendar full of dead calls
  • ✕Wrong customers slip through
Installed with us
Reps call only qualified buyers.
Smart routing sends only the financially-qualified to your team. Reps spend the day talking to people the data already approved, so time stops leaking, close rates climb, and cash collected goes up.
  • ✓Only financially-qualified conversations
  • ✓No time wasted on dead leads
  • ✓Higher conversions, more collected
03Funding the dealFaster turnaround, more approvals
The old way
A folder of lender links.
An SOP full of different lender URLs. You copy-paste, hear nothing back, sit through long approval times, and stay out of the loop the whole way, all the drama, none of the control.
  • ✕A dozen disconnected lender links
  • ✕No visibility, no communication
  • ✕Long waits, low approvals
Installed with us
Point-of-sale finance.
One flow runs a lender marketplace at the point of sale. Fast turnaround, higher approvals, and financing offered and accepted right when the customer is ready to buy.
  • ✓One lender marketplace, best offer wins
  • ✓Fast turnaround, higher approvals
  • ✓Financed at the point of sale

Everything your front office needs, installed, not hired.

Smart forms, pre-qualification, smart routing, a lender marketplace, and point-of-sale finance, every step installed into your business and run by the software, not an army of retainers.

Applications
Every funding application, tracked and scored in one console.
0in pipeline▲ 37.5%
Northwind Studio$85,000Funded
Halcyon Labs$120,000Matched
Bright & Co$42,500In review
Cedar & Oak Co$210,000Pre-qualified
Funding pipeline
From soft-pull eligibility to capital in the account, stage by stage.
Pre-qualified286
Approved168
Funded141
No offer24
Analytics
Approval odds + cost of capital across the whole lender network.
Approval oddsCost of capital
Smart routing
Every lead routed by ticket size, on real financial data.
High ticketSales calendar
Low ticketSLO funnel
Not yetNurture
Point-of-sale finance
The customer accepts financing the moment they’re ready, funded fast.
Pre-qualified, 5.9% APR, best of 3 offers.
Accept & finance at checkout
Financing presented at the point of sale✓

From install to funded.

Four steps from “software on your funnel” to “cash collected”, and your team only touches the qualified ones.

STEP 1
Install
We drop the smart form and pre-qualification engine into your existing funnel, no rebuild, no new CRM. Live on your site in days, not months.
STEP 2
Qualify
Every lead is scored on real credit, income, and affordability, pulled on a soft pull, not asked on a form. No one can fudge the data anymore.
STEP 3
Route
The software routes every lead on its real financial data, and you set the rules. Above your criteria they go high-ticket, below it they go low-ticket, and you can send the rest into any funnel you choose. Full control over who goes where.
STEP 4
Fund
Customers go from pre-qualified to approved on the spot and finance right at the point of sale through a lender marketplace. Once the deal is funded, you get paid out around 72 hours later.
Smart form · smart routing

High-ticket and low-ticket, routed automatically.

Stop trusting what people type. The smart form qualifies every lead on real credit, income, and affordability, then routes by ticket size: high-ticket buyers booked straight into your sales team’s calendar, low-ticket pushed through a self-liquidating offer funnel, the rest nurtured until they’re ready.

The five agents we install

Five agents that replace your software, and the roles that run it.

Smart form, pre-qualification, smart routing, a lender marketplace, and point-of-sale finance run as agents inside your business, replacing the tools you license and the roles you’d hire to run them. We only make money when you fund more deals, so they’re built to actually do it.

01PRISMONLINE
Smart Form
Drops the smart form into your existing funnel and captures every lead on a soft pull, no rebuild, no new CRM. Reshapes itself on partial answers so serious buyers breeze through.
days
LIVE IN
none
NEW CRM
kept a returning applicant to three fields on a soft pull · just now
02ORACLELEARNING
Pre-Qualification
Reads real credit, income, and affordability the moment a lead enters, so every lead is qualified on financial data, not on what they typed into a form. Decision in seconds, zero credit impact.
<2s
DECISION
Soft only
PULL
qualified an applicant on a soft pull · credit 712 · DTI 0.34 · 2s ago
03HELIXONLINE
Smart Routing
Routes every lead by what the data says, financially-qualified buyers straight to your reps, everyone else into nurture. Your team only ever speaks to people who can actually fund.
your reps
ROUTES TO
real data
BASIS
sent a qualified buyer to your team · routed the rest to nurture · just now
04NEXUSONLINE
Lender Marketplace
Runs every qualified applicant through one soft-pull lender marketplace, prime to near-prime, and surfaces the best offer, replacing your SOP of a dozen disconnected lender links.
one flow
MARKETPLACE
ranked
BEST OFFER
matched a profile across the marketplace · best offer 5.9% APR · 12s ago
05FLUXONLINE
Point-of-Sale Finance
Presents financing the moment the customer is ready to buy and books the funded deal, fast turnaround, higher approvals, money collected at the point of sale instead of weeks later.
fast
TURNAROUND
at POS
OFFERED
presented an approved offer at checkout · deal funded · 8s ago
On your customer’s phone

Pre-qualified in seconds.

This is the experience the installed software gives your customer. They apply, get qualified on a soft pull, real credit, income and DTI, and see their pre-qualified offers in seconds, with no hit to their credit and no waiting on a callback.

  • Qualified on real financial data · zero credit impact
  • Pre-qualified offers ranked by best total cost of credit
  • Financed at the point of sale once they accept
Qualified pixel firing

Train your ads on buyers, not form fillers.

Most funnels fire a conversion the second a form is submitted, so your pixel learns from everyone. We hold that signal until the lead clears prequalification, then fire a clean, weighted event back to Meta and Google with the financial data behind it.

  • Server-side CAPI with dedup keys, Meta sees one clean event, not two
  • Offline conversions uploaded when the deal actually closes
  • Tier-weighted events, higher value for your best leads

Install it once. Grow your conversionscash collectedclose rateapprovalsmarginscash collected

We win when you win
No lofty agency retainers. We make money when you fund more deals, our only incentive is getting capital into your business, not billing you.
Qualify on real data
Soft-pull credit, income, and DTI, not form answers people fudge. Every decision is made on what’s actually true.
Only sell to qualified buyers
Reps stop burning hours on people who were never going to fund. The team’s whole day goes to real, qualified conversations.
Higher conversions, more cash
Sell to ready buyers and watch close rates, and the revenue you actually collect, climb.
A pixel trained on buyers
Fire clean conversions on real financial data, so Meta and Google go find you more of the people who actually fund.
Point-of-sale finance
Fast turnaround, higher approvals, and financing offered the moment a customer is ready to buy, not weeks later.

Installed once. Paying off every day.

What businesses running the software have qualified, routed, and funded. Become the next one.

$0M+
Total funding facilitated
0
Applications processed
0+
Businesses funded
$0
Average amount per deal

See it run on your funnel.

We’ll map the software to your business and show you exactly what the pre-qual engine, smart routing, and point-of-sale finance would replace, and what it would save you.

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Put it in your business.

See the software live on your funnel, running on real financial data. We’ll show you exactly what it replaces and what it saves.

Soft-pull only · zero credit impact · no spam.