STRAT AI
Manual document collection slowing deals; constant back-and-forth with clients/borrowers
Inconsistent follow-up causing leads to slip through the cracks
No centralized dashboards, lacking real time pipeline/KPIs
Compliance/accuracy risks from manual copy-paste and filing
Onboarding delays creating drag, risking lost opportunities
Weak pipeline and stage visibility, making stuck deals to unnoticed
Back and forth scheduling, and no-shows wasting time and hurting conversion
Are You A Finance or Commercial Real Estate Firm Struggling With:
The Beta Jumpstart Sprint removes your #1 bottleneck in 7 days - built on your existing stack. If it's not working within 30 days, we support it until it is, or refund you.