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.

Get the full playbook

Includes the economic case for virtual agents, nine customer acquisition use cases, and a rapid pilot plan.