Qualify.bot

Founded by Yash Goenka in 2024

Qualify commercial loan leads and collect financial documents using automated voice agents

Pricing model

Demo

Rating

★ Mixed Reviews

Time to value

Quick Setup (< 1 hour)

You can use Qualify.bot to automate the qualification and onboarding process for commercial loan applicants. The service deploys voice agents that place calls, send texts, and exchange emails with prospective borrowers in over 25 languages. It asks applicants for crucial business information, verifies financial statements, and follows up on missing documentation like tax returns. After gathering the required files, Qualify.bot organizes the details, matches borrowers to compatible lenders, and packages complete applications so brokers can submit deals without spending hours on repetitive manual intake.

What Qualify.bot does

Place automated qualification phone calls to loan applicantsExtract data from business tax returns and financial statementsSend follow-up reminders for missing application documentsTransfer qualified leads directly to human loan brokersGenerate structured loan application packagesTrack lead status and document submission progressConducts automated voice calls with sub-500ms response latencySupports voice conversations in more than 25 languagesCollects and verifies business financial statements automaticallyExtracts structured data from tax returns and business plansSends automated follow-up messages for missing paperwork via SMS and emailTransfers qualified borrower calls to human brokers in real timeGenerates complete loan packages formatted for lender submission

Pricing breakdown

Pricing model: Book a demo

Frequently asked

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