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automation
Fifth Financial — mortgage lender (contact: Diogenes Duzoglou)
PROJECT ARCHITECTURE
Completed
01 — INPUT
A bilingual mortgage lender's sales side had scaled but the office side hadn't — qualifying and following up on new inquiries was still fully manual.
02 — SYSTEM
New inquiry lands • AI qualifies against lending criteria • Follow-up sequence runs automatically • CRM stays the single source of truth
03 — DELIVERY
Automated lead-qualification layer replacing manual, person-dependent intake • CRM-connected follow-up system tying the front office together
CAPABILITY STACK
AI Lead Qualification • CRM Integration
HOW IT WORKS
New inquiry lands • AI qualifies against lending criteria • Follow-up sequence runs automatically • CRM stays the single source of truth
WHAT WE BUILT
Automated lead-qualification layer replacing manual, person-dependent intake • CRM-connected follow-up system tying the front office together
CAPABILITIES
AI Lead Qualification • CRM Integration