Customer story
Finance Pros Inc: A Three-Day File, Analyzed in Seconds
Chapters
Transcript
What Neysa Smith said on camera, by chapter. Captions are lightly corrected for product and company names.
Full transcript
The first full-line broker on Kaaj
So I didn't know I had a pain point until I was approached by Shivi, the owner of Kaaj, one of the owners, and I was doing everything manually by myself. And since I work with 50 states, it was very difficult to know, even the state registration, everything had to be done separately. So when she proposed this system, and it was kind of new, I was the first broker, commercial lending broker, that had everything, not just equipment. So it was kind of like, you know, they wanted to test that with us. We felt honored to start with her and then be able to develop it, enhance it, change it, make suggestions that they did implement, which is
Lender matching and verification
Now I'm able to have more teammates working with us because of the system. They don't have to do anything. They pretty much gather, they read, analyze, decide if it's going forward to the lender, put the package together and send it to the lender. So it's a much more efficient process. And the lender matching, of course, is great. You know, after we've added the lenders, having those there, verifying everything. I mean, I know everything, but their blood type and how many children they have in a matter of seconds. So to me, that's really important. We've made decisions quickly. You know, this is not going to fly. We're not bothering the lender. So we have a better relationship with the lender too, because of
Red flags in seconds
I love all the AI analytics and bank analytics. It's the first thing I look at. I love the fact that it gives me a write-up up front of what it saw in this file, right? So yesterday we received one, he didn't put a social, the names didn't match with the registration. All these things are red flags that I would have had to manually look for or even I might miss it, right? So this did in a matter of seconds and gave me all the pointers as to you need to look into this. I love
50 states, verified
This is really important. We're in 50 states. I only know Florida, right? So that's really important. It does it for me. And then know your business, know your customer, the KYB, you know, so it's really
Three days → seconds
I've been able to add teammates because of the system. I don't think I would have been able to do that, which of course helps us with our growth, right? More people working under the same umbrella, more revenue for the company. So I think that's one of the things I like the most for the return on investment. Obviously my time is worth something. So one file that could take me three days to figure out is done in a matter of seconds. Now I can do more files in one day, right? And spend more time marketing instead of in the nitty-gritty.
What she tells other brokers
done many, many times. They need to see the system. It does enhance how you run your commercial lending business. There's no doubt about it. You know, manual versus AI technology that does things quickly and gives you a write-up. Where do you get that? Not even banks have
