Industries / Business lenders and loan brokers
Answer every applicant the same day.
Business lending is a paperwork race: the lender that gets a complete package first usually wins. The AI collects, checks and packages. Your loan officers make the call.
In plain terms
Think of a loan coordinator who answers every inquiry within minutes, collects the whole package, and hands it over complete.
Your week
What eats your team's week.
Today, by hand
- Following up on leads before they go cold
- Collecting financials, tax returns and bank statements
- Building the application package for each lender
- Keeping marketing and outreach compliant
What AI takes on
- Inquiries answered and applicants prequalified without a hard credit pull
- Documents collected and checked
- Application packages built for each lender's requirements
- Content and outreach checked against your compliance rules before it goes out
Who signs offLoan officers and credit decide. Compliance approves marketing.
The first two weeks
We measure before we build.
- Minutes to first response
- Days to a complete package
- Applications per loan officer
Where we usually start
We already run this ourselves
In our own lending business: a content engine that blocks any claim without a source before it publishes.
Money and advice
Close to your line of work.
- Accounting and tax firmsClient document chasing, bookkeeping prep, reconciliations, tax organizers.
- Capital advisory firmsBuyer lists, teasers and CIM first drafts, data room upkeep, deal follow-up.
- Wealth management firmsMeeting prep, new-account paperwork, transfers, CRM notes, client reviews.
- Insurance carriers and agenciesSubmissions, quote comparison, renewals, certificates, standard claims.
- Mortgage lenders and brokersDocument collection, conditions, verifications, borrower updates.
Questions
What owners ask first.
Will this replace my staff?
It takes over the repetitive part of their week: the forms, the follow-up, the matching and the reports. Most owners use that time to serve more customers without hiring at the same pace. Who you employ stays your decision.
Is our data safe?
Before any work starts, a written agreement says what we can access and who can see it. Every step the AI takes is logged.
How long before something is running?
The assessment takes about two weeks. The first tasks then run inside your real work within six to eight weeks, and halfway through you decide whether to continue.
What does it cost?
It depends on the work. The assessment is a fixed fee agreed before we start. After that you choose a fixed price for a build, a monthly retainer, or paying us from the extra profit.
Do we have to change our software?
Usually not. We work with the systems business lenders and loan brokers already use.
What if the AI gets something wrong?
Anything that goes to a customer, a regulator or your books is checked by a person first, and every step is logged so a mistake can be traced and fixed.
Show us where the hours go.
Tell us what your team spends the most time on. In two weeks we measure it and show you what AI can take off their plate, in your numbers.
info@16x9.ai