Your 50-page broker pack,
in one GPT you can talk to.
Your sales team, brokers, and clients get instant answers about your programs, by chat or phone, 24/7.
- ✓ Trained on your documents only
- ✓ We handle the setup
- ✓ Chat + phone line
Titled equipment must be 15 years old or newer at the end of term, so cap this deal at 36 months.
Want the document checklist?
Example conversation. Answers come from your own guidelines.
It knows your programs inside out, and only your programs.
Sales team training
New account executives learn your programs by asking.
Customer support
Instant answers for your clients, day or night.
Broker support
Brokers serve themselves instead of calling your team.
Broker submissions
Collects the deal and documents, ready for underwriting.
New salespeople up to speed in days, not months.
Your account executives and sales reps ask LenderGPT, not your busiest people.
Learn every program
New hires ask instead of reading binders.
Practice real deals
Walk through scenarios before talking to a client.
Get answers mid-call
No more “let me check and get back to you.”
Done for you, in four steps
You send us your broker pack. We do the rest.
- 1
Send us your materials
We train LenderGPT on your broker kit, scorecards, collateral lists, program guides, and credit rules.
- 2
We put it on your website
A clean chat window brokers can open anytime, with document upload built in.
- 3
We set up a phone line
Brokers can call and talk to the same assistant, with a voice that fits your brand.
- 4
We connect your systems
Leads and documents flow into your CRM, with Slack or Teams alerts for your team.
Ask it a broker question
Describe a deal the way a broker would and see how LenderGPT answers.
How can I help you today?
Loading assistant…Add more as you grow
Turn on extra capabilities whenever your team is ready.
Spanish Language Support
Serve your Spanish-speaking brokers and clients in their preferred language.
- Full bilingual chat interface
- Spanish voice support (with Voice add-on)
- Auto-detect language preference
Document Intelligence
AI-powered reading and analysis of bank statements and financial documents.
- Extract data from bank statements
- Auto-assess qualification criteria
- Flag potential issues automatically
CRM Integration
Connect LenderGPT directly to your CRM. When the AI collects documents or qualifies a lead, automatically create deals and upload files.
- Auto-create client deals from conversations
- Upload captured bank statements directly to deal records
- Sync contact info and conversation history
- Works with Salesforce, HubSpot, and custom CRMs
Answer brokers in seconds, not hours.
No more repeat calls, no more email backlog, and no more deals lost because a broker couldn't get an answer at 7pm.