Slow response kills deals
Good borrowers shop fast. If no one responds quickly, the serious lead talks to another lender first.
Built for private lenders & hard money lenders
AI borrower intake that qualifies leads before your team wastes time.
We build done-for-you AI borrower intake and follow-up systems for lenders so serious deals get handled faster, weak leads get filtered earlier, and your staff stops repeating the same screening questions all day.
Respond instantly to new borrower leads
Ask qualification questions automatically
Score hot, warm, and weak-fit deals
Route lead summaries to your team
Fastest path: one lender-focused pilot, one intake flow, one clear ROI story.
The problem
Most lender intake flows are slow, manual, and full of wasted effort.
Borrower leads come in at random quality levels. Your team still has to chase basics, repeat the same qualification questions, and guess which deals deserve immediate attention.
Bad-fit leads drain staff time
Weak borrowers and incomplete inquiries still eat up calls, emails, and back-and-forth follow-up.
Manual screening doesn’t scale
As lead volume grows, intake gets inconsistent, delayed, and harder to route cleanly.
24/7
instant first response when new leads come in
5–10
qualification questions gathered automatically
1
clean summary routed to your team instead of scattered notes
How it works
A focused borrower intake assistant — not bloated software.
This is not a generic chatbot. It is a lender-specific intake flow built to ask the right questions, organize the answers, and help your team act faster.
1
Instant lead response
New borrower reaches out through your page, form, chat, or linked intake entry point and gets an immediate response.
2
Qualification + scoring
The assistant asks about deal type, market, loan amount, property value, borrower experience, timeline, and contact info.
3
Clean handoff to your team
Hot, warm, and weak-fit leads are tagged and summarized so your team knows who to call first and why.
What you get
Everything needed for a tight first pilot.
We keep v1 simple: intake, qualification, routing, and light follow-up. No bloated dashboard. No enterprise fluff. Just the core system that saves time and surfaces better borrower opportunities faster.
Custom intake flow
Questions tailored to your loan types, markets, and borrower profile.
Lead summaries
Structured handoff with borrower details, deal context, and score.
Hot/warm/cold tagging
Basic scoring logic so the best leads rise to the top faster.
Follow-up logic
Optional reminders or lightweight follow-up when a good lead goes quiet.
Simple pricing
Start with a pilot. Expand once the workflow proves itself.
The goal is to get a real lender live quickly, validate the flow, and then deepen the system with follow-up, integrations, and more polished logic.
Pilot
$1,500 setup
Best for getting a lender-specific intake assistant live fast.
- One borrower intake flow
- Custom qualification questions
- Lead summary routing
- Basic lead scoring
- One revision round
Growth Build
$3,000 setup
For lenders who want deeper qualification and follow-up automation.
- Everything in Pilot
- More advanced qualification logic
- Light follow-up automation
- Webhook / CRM-friendly routing
- More polished deployment support
Ongoing support and tuning can be offered as a monthly maintenance plan.
Next step
Want a borrower intake flow tailored to your lending process?
If you want to test a pilot, I can map out a lender-specific intake flow, qualification questions, and a simple lead-routing setup based on your current process.
Suggested CTA workflow: use this page for outreach, then send prospects to request a demo or pilot.
Email: josh@palmtreesai.com
Offer: AI Borrower Intake Assistant for Private Lenders
Use case: faster lead qualification + cleaner lender handoff