We Know
Equipment Finance.
We've worked with 20+ companies. Hundreds of workflows. We know what works and what fails. We use that knowledge to build agents that actually move the needle on your P&L.
Most AI Projects Fail in Production
Not because the technology breaks. Because your processes were never clearly defined. Teams build agents to automate workflows that are incomplete, inconsistent, and poorly documented. The result: agents that work in testing but choke in production.
How We're Different
We start by mapping your actual workflows. We identify what's ready to automate and what needs clarification first. We don't build agents until we're confident they'll work in production.
We've Seen Every Workflow. Twice.
Credit Intake
THE PROBLEM WE SOLVE
Apps come in by email, fax, and portal. Someone re-keys the data. Someone else chases missing docs. A third person checks compliance. Three people touching one deal before underwriting even starts.
Welcome Calls
THE PROBLEM WE SOLVE
New lessees need to be contacted within 48 hours. Reps forget. Scripts vary. Fraud signals get missed because the call is treated as a formality instead of a checkpoint.
Early-Stage Collections
THE PROBLEM WE SOLVE
First-payment defaults slip through because outreach is inconsistent. One collector follows up on day 5, another on day 15. No standard cadence. Recovery rates depend on who's working the queue.
COI Verification
THE PROBLEM WE SOLVE
Insurance certificates expire. Nobody catches it until there's a claim. Tracking spreadsheets fall behind. Your portfolio carries uninsured risk you don't even see.
Cash Applications
THE PROBLEM WE SOLVE
Payments arrive without remittance detail. Someone manually matches them to invoices. Misapplied payments trigger false delinquencies and erode customer trust.
"You're not paying us to learn equipment finance. We've already lived it. We know what breaks. We know what scales. We use that to build agents that work."
40 Agents. One Industry.
We've mapped every workflow in equipment finance operations. Here's what we build, organized by implementation priority and ROI.
FILTER BY CATEGORY
Build Now
Execution-heavy, high volume, SOPs exist. Highest ROI.
Collections Voice Agent
VOICE
Covers all 5 stages: Early (1-30 days), Mid (31-60), Late (61-90), Pre-Charge-Off (91-120), and Post-Charge-Off. Full SOPs, scripts, and authority matrices built in.
Welcome Call Voice Agent
VOICE
Inbound welcome calls for every funded deal. 3-5 minutes per call. Eliminates copy/paste pain and phone tag. Borrower verification and fraud detection on every call.
UW Data Aggregation Agent
DATA AGGREGATION
Pulls from 3-12 systems (Experian, PayNet, SOS, WHOIS, NHTSA) automatically. Cuts 30-45 minutes per deal down to seconds. Used by 4 out of 4 clients we've assessed.
Payoff Quote Processing Agent
CALCULATION
Handles 5,000+ quotes per year. Reduces 15-20 minutes per quote to under a minute. Supports all 3 accrual method paths automatically.
Build Next
High volume, clear ROI, moderate complexity.
Application Intake Agent
DATA AGGREGATION
Automates 8+ manual steps in the 90% volume path. Touches every deal. Extracts, validates, and routes application data without human re-keying.
GL Export/Mapping Agent
ACCOUNTING/FINANCE
Eliminates hours of daily manual Excel ETL for general ledger exports. Maps transactions automatically. Mentioned by 5 out of 5 operations teams we've assessed.
Deal Completeness Validator
DOCUMENT PROCESSING
Catches the 10-12% of deals that trigger rework before they become a problem. Saves 35-55 minutes per rework cycle. Used by 4 out of 4 clients.
Lender Matrix Matching Agent
DATA AGGREGATION
Routes deals to best-fit lender based on your rules. Eliminates manual matching. Speeds up syndication decisions and reduces misrouted deals.
Tier 3: Build Later
Lower volume or higher complexity. Strong ROI once Tier 1-2 are live.
6agentsTier 4: Opportunistic
Ad hoc, dashboard/reporting, or lower-frequency workflows.
26agents10 categories. 40 agents. One partner who knows the work.
How We Help You Succeed
Speed
We move fast. Discovery in 2-4 weeks. Implementation in 6-8 weeks per agent. First agent live in 8-10 weeks from kickoff.
Typical Timeline
Discovery: 2-4 weeks
Implementation: 6-8 weeks
Go-live: Week 8-10
What's Included
Process documentation
Agent development
Integration & testing
Go-live support
30-day optimization period
Clarity
We document your processes. You understand what's happening. You make the decisions. We execute. No black boxes. No surprises.
Optimization
We don't hand off and disappear. We monitor your agents. We optimize performance. We handle edge cases. We keep your knowledge bases current.
Ongoing Support
24/7 monitoring
Monthly optimization
Edge case handling
Knowledge base updates
Quarterly reviews
Investment
Discovery is free. Implementation is project-based. Ongoing maintenance is month-to-month with volume discounts as you scale.
See pricing detailsPartnership
We're invested in your success. If something breaks, we fix it. If performance drops, we optimize it. We're responsible for the agents working.
What Makes Us Different
We've Sat in Your Chair
Our team has run credit operations, managed portfolios, and built underwriting workflows inside equipment finance companies. We're not consultants guessing. We've done the job.
We Build for Your LOS
We've integrated with the platforms equipment finance companies actually use. No generic demos. Agents connect to your existing systems and work inside your current stack.
We Speak Your Language
Residuals, FMV, TRAC leases, dealer programs, syndication. You don't have to explain your business model. We already know how the economics work.
We Measure What Matters
Time-to-fund, cost-per-deal, first-call resolution, delinquency rates. We track the KPIs your CFO and COO actually care about, not vanity metrics.
Real Implementation: Voice Agent for Welcome Calls
The Challenge
Mid-market equipment lessor needed to protect against fraud during the critical welcome call phase. Manual verification was consuming significant time and missing edge cases. They needed an AI agent that could authenticate borrowers, verify deal details, and flag suspicious patterns.
Key Insight: The agent became the welcome call process. Every call followed the same playbook. Every borrower got the same verification. Every fraud pattern got flagged. That consistency is what made the difference.
IMPLEMENTATION TIMELINE
60 Days
WHAT WE BUILT
Voice agent for welcome calls with fraud detection
RESULT
Reduced manual verification time by 70%. Caught fraud patterns that human agents missed. Improved consistency across the team.
Real Implementation: Outbound Collections Agent
IMPLEMENTATION TIMELINE
90 Days
WHAT WE BUILT
Outbound collections agent for first-call collection
RESULT
Standardized procedures. Increased first-call collection rates. Consistent call handling.
The Challenge
Collections team was making outbound calls but following different procedures. Some collectors were aggressive. Others too soft. First-call collection rates were inconsistent. They needed standardization.
Key Insight: Consistency beats talent in collections. The best collector follows the same playbook every time. The agent never gets tired. Never has a bad day. Never deviates from what works. That is why first-call collection rates went up.
Common Questions
We've worked with 20+ equipment finance companies. Here are the questions we hear most often.
Tell us which workflows are eating your team's time. We'll show you exactly what an agent would handle, what stays with your people, and how fast we can get it live.
Book a Strategy Call