Fully Automating
Deal Flow for MCA Broker Shops
Transform your CRM into a Smart, AI-Powered Powerhouse
Transform your CRM into a Smart, AI-Powered Powerhouse
AI Swift Broker is the next-generation, AI-powered SaaS CRM designed specifically for broker shops looking to streamline their deal flow. Imagine a world where you no longer need to manage complex back-office operations or process deals manually. With AI Swift Broker, everything is automated, saving you time, increasing efficiency, and improving accuracy.
Eliminate your entire back office and processor
Here's how AI Swift Broker works: when a deal is submitted via your personalized application page, the AI immediately kicks into action. The AI scrubs the deal by analyzing key factors, such as:
AI Swift Broker uses advanced machine learning algorithms to instantly match each deal with the most suitable lenders based on specific criteria such as deal size, industry, risk profile, and financial health. This ensures that every deal is paired with a lender that aligns with its unique needs, streamlining the funding process and increasing approval rates.
Once an offer comes from a lender, AI Swift Broker immediately notifies the closer via SMS and push notifications, delivering the lender’s offer in real time. This ensures that the closer has all the necessary information to act quickly, keeping the deal moving forward without delay and enhancing response times.
Engage merchants with up to 5 targeted SMS messages per week, automatically sent at optimal times to drive action and keep them informed throughout the funding process, all while ensuring easy opt-out for a seamless experience.
In today’s dynamic fintech landscape, agile, wise, and creative financial firms will leverage cutting-edge technology and innovative strategies to provide tailored solutions for businesses. By focusing on user-centric design and data-driven insights, such firms can enhance financial literacy and streamline processes benefiting borrowers, brokers and lenders alike. The AI Swift broker platform provides a suite of SAAS services that improve efficiency & transparency.
In an ever-evolving financial ecosystem, it’s clear that leveraging automation and artificial intelligence is no longer a luxury but a necessity. AI Swift’s platform is transforming the way we engage with clients and manage deals, enabling us to scale operations with ease while ensuring faster, more accurate decisions. The seamless integration and AI-driven insights have significantly enhanced our underwriting and deal-matching process.
AI Swift is revolutionizing the way we handle financing. By automating the deal flow, underwriting, and funding process, we've seen a remarkable improvement in operational efficiency. The platform's intelligent automation not only accelerates approval times but also reduces errors, leading to better outcomes for both our borrowers and lenders.
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