PLAYBOOK

Virtual Agents for Customer Acquisition

Convert more applications into funded loans — without adding headcount.

Get the playbook
Includes ROI framework + pilot plan

Virtual agents are ready to work your entire funnel. Today.

This playbook maps the technology, the economics, and a step-by-step pilot plan to help you move from exploration to deployment in weeks

WHAT YOU'LL GET

Inside the playbook

The acquisition problem for lenders

Where funnels leak and what it's really costing you.

The ROI of AI for customer acquisition

An origination-impact model you can run against your own portfolio.

9 use cases from pre-qual to funding

Real deployment scenarios across pre-issuance, offer stage, and post-approval.

How to launch a rapid pilot in weeks

A week-by-week implementation timeline from scope to full deployment.

THE ECONOMIC CASE

Two ways virtual agents pay for themselves

More funded loans
On a $1B origination base:
Take-rate improvement
Incremental originations
+5 percentage points
+$50M
+10 percentage points
+$100M
+15 percentage points
+$150M
Lower inbound costs
For a 15-agent inbound team (300K calls/year):
AI containment rate
Cost savings
60%
$540K
75%
$675K
90%
$810K
Virtual agents let you touch every applicant at minimal marginal cost - increasing conversion and revenue while reducing operational overhead.