The real problem, not the generic one.
Volume is high, and so is the rejection rate: many people don't meet basic requirements and only find out after sending their documents. The agent tells them up front, which is more honest and saves everyone work.
The same five questions, answered instantly.
So your team only talks to people worth the time.
The part nobody shows in a demo.
No made-up numbers.
Rejections happen at minute two, not on day four. The analyst receives applications that already meet basic requirements, with the documents uploaded, instead of an inbox full of cases that were never going to pass.
What is specific to this industry.
In the diagnostic we write down the published minimum requirements and the exact line between "meets requirements" and "is approved", which is where complaints come from. We also define which documents the agent can receive and which it can't.
The four setup phases and timelines are on the AI agency page; the method applied to your whole sales function is in our method.
What people ask before hiring us.
Never. It can say whether someone meets the published minimum requirements, which is a different thing. Approval depends on an underwriting review, and the agent says so explicitly so it doesn't set a false expectation.
No. The agent doesn't check or comment on credit history. If the person mentions a negative credit report, it answers with the lender's public policy on that point and escalates if needed.
Yes, and it attaches them to the CRM opportunity along with a list of what's still missing. That's where the process breaks down most today: incomplete paperwork nobody chases.
That's a separate flow with its own rules, subject to debt collection regulations. It can be built, but it is designed separately and reviewed by the lender's legal team.
Same agent, different rules.
The next step
By the end of the diagnostic we know whether an AI agent is what your operation needs right now, or whether something else has to be sorted out first. If it's the latter, we'll tell you.