AGENTLI - AI Voice Agent For Business Funding

AI Voice Agent

For Business Funding

Qualify Merchants Fill out full application Collect Bank Statements Book appointments Qualify Merchants Fill out full application Collect Bank Statements Book appointments Transfer Calls 100% custom-trained AI voice agent built to your exact criteria and protocols Transfer Calls 100% custom-trained AI voice agent built to your exact criteria and protocols
The agent follows your qualification and disqualification logic, updates your CRM in real time, calls multiple leads simultaneously, and transfers live conversations to your team whenever needed
so you can focus on closing more deals.

Mary, MCA Qualifying Agent

Available

Mary's Role

I specialize in pre-qualifying merchants for MCA funding by evaluating their business revenue, credit profile, and cash flow to determine eligibility and funding amounts.

Mary's Capabilities

Pre-Qualification

Asks core questions such as monthly revenue, time in business, and recent defaults to check if the merchant is pre-qualified.

Full Application

Collects all application details including EIN, SSN, and business addresses for a complete submission.

Document Collection

Explains next steps and directs merchants to send or upload required bank statements and documents.

Scheduling

Books appointments with a funding manager, closer, or support team directly in your calendar.

CRM Integration

Updates all collected details directly into your CRM, Any CRM.

Communication & Notifications

Sends updates and messages by email, SMS, or WhatsApp to both the merchant and your team.

Automation

Triggers follow-up actions, workflows, and automations to move the process forward.

Call Volume

Handles multiple calls at the same time without delays.

Call Transfers

Transfers calls to a human representative whenever needed.

Everything You Need to Scale

Powerful features designed to transform your business funding operations with intelligent automation

Fully Customizable

The agent is tailored to your exact protocols and criteria. You can define what questions it asks, how it handles answers, and the flow it follows from start to finish.

CRM Integration

Connects with any CRM so your workflows stay consistent and all details are automatically updated.

Pre-Qualification Engine

The agent determines in real time whether a merchant meets your criteria, using data points like revenue, time in business, and credit profile.

Align with Your Business Approach

Customize tone, style, voice (male or female), and overall approach to match how you want your business represented.

Call Tracking & Summaries

Every call is logged, recorded, and automatically summarized with your preferred key points. You can review, download, and share at any time.

Monetization

Agents can drive revenue based on your scenario – for example, loan refinance, credit repair, or reverse consolidation.

Here's how it works

From script to live agent in days

Getting your AI Voice Agent up and running is faster than you think.

We start with your real-world workflow – the calls you take, the follow-ups you make, and the outcomes you want. From there, we configure your AI agent using your scripts, logic, and systems.

Our team builds and trains everything for you: voice tone, timing, question flow, call routing, CRM actions, and more. You'll review sample calls and fine-tune until it feels right. No technical setup required on your end. We handle everything – and stick around to monitor, improve, and support post-launch.

It's like hiring your best rep... who never sleeps.

STEP 1

Discovery Call

We review your criteria, CRM setup, and requirements. Our team gathers your existing scripts, call logic, and preferred integrations.

STEP 2

Build & Train Your Agent

We design and train the AI agent to follow your exact workflow, voice style, and business protocols.

STEP 3

Review & Test Calls

You listen to sample calls, request adjustments, and approve the final version before going live.

STEP 4

Launch & Monitor

We deploy your agent, track performance in real time, and apply ongoing updates to keep improving results.

Trusted by Industry Leaders

Join hundreds of funding professionals who are closing more deals with AI

65%+

Labor cost saving

10X

More leads processed

25+

Concurrent calls

Burnout

★ ★ ★ ★ ★

"The AI agent handles our initial screening perfectly. It asks all the right questions and only passes qualified leads to our team."

Michael Torres

Lending Manager

★ ★ ★ ★ ★

"Setup was incredibly easy and the AI learned our qualification process quickly. Our team productivity has increased dramatically."

Lisa Chen

Business Development Director

★ ★ ★ ★ ★

"The ROI has been incredible. We're closing deals faster and our agents can focus on high-value activities instead of screening calls."

David Rodriguez

Agency Owner

Simple, Transparent Pricing

Choose the plan that fits your business size and funding volume

Starter

$59 /month

+ one time customization fee

One-time setup fee to customize your AI agent with scripts, integrations, and branding. This ensures the agent is tailored to your business before going live.

Perfect for small lending operations

1 Agent
150 minutes included
Overage rate $0.3/min
CRM Integration
API Access

Pro

$249 /month

+ one time customization fee

One-time setup fee to customize your AI agent with scripts, integrations, and branding. This ensures the agent is tailored to your business before going live.

For growing funding businesses

Up to 3 Agents
1000 minutes included
Overage rate $0.25/min
CRM Integration
API Access

Growth

$499 /month

+ one time customization fee

One-time setup fee to customize your AI agent with scripts, integrations, and branding. This ensures the agent is tailored to your business before going live.

For large funding operations

Unlimited Agents
2500 minutes included
Overage rate $0.20/min
CRM Integration
API Access

See How Our AI Voice Agent Qualifies Merchants in Minutes

See how much time and money you save when AI handles merchant qualification and applications for you.

30min

Demo Duration

Free

No Commitment

Your Questions, Answered

Everything you need to know about getting started with AI voice agents

How long does it take to launch?

Most agents are ready within 10 business days after the discovery call. The exact timeline depends on your requirements, scripts, and integrations.

Which CRMs does it integrate with?

Our platform integrates with all major CRMs. If you use a custom system, we can connect via API or webhook.

I don't have a CRM - can I still use it?

Yes. You'll still get full access to call logs, recordings, and summaries through your dashboard.

What does it cost?

There's a one-time setup fee plus a monthly subscription starting at $59 (includes API actions and support). Plans come with minutes included, with extra usage billed at $0.20 - $0.30 per minute.

Is there a setup fee?

Yes. The setup fee covers building, training, and customizing the agent to your business needs, as well as integration with your tools.

Why is there a setup fee?

The setup fee ensures your agent is fully customized - from building and training, to matching your scripts, criteria, and integrations with your tools. This one-time process guarantees the agent is ready to perform from day one.

Can the agent perform tasks like sending emails and SMS?

Yes. The agent can trigger follow-up emails, SMS, or WhatsApp messages automatically after a call.

Can I use my own phone numbers?

Yes. You can connect your existing business numbers, or we can provide new numbers if needed.

Can the agent transfer calls to a human?

Yes. If you choose to, calls can be transferred directly to your funding manager, closer, or any phone number you choose.

How do I update the agent if my process changes?

You can request updates anytime - from scripts to qualifying criteria. Our team applies changes quickly so the agent always matches your process.

Where can I see call logs and recordings?

Every call is logged in your dashboard. You can listen, download, and review summaries at any time.

How many calls can the agent handle at once?

The agent can run multiple outbound calls at the same time, allowing you to reach more leads faster.

Contact Us

Ready to transform your business with AI voice agents? Get in touch with our team today.