AI Funding · Sales deck
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AI Funding Solutions
Install the agentic software. Scale the business.
We install AI Funding Solutions into your business. It qualifies every lead on real financial data, routes it, and funds the deal at the point of sale. One install, and we only make money when you fund more deals.
02
Today's walkthrough

Here's what we'll cover in the next 45 minutes.

Six chapters. By the end you'll know exactly what AI Funding Solutions installs, how the software works, who it's for, what it costs, and the path from today to your first funded deal.

01
What is AI Funding
The agentic software in one sentence
02
Who it’s for
Your vertical, your lead profile
03
The old way vs the installed way
The three jobs that decide the deal
04
What we install
How the software actually works
05
The transformation
What 12 months installed looks like
06
The ask
What it costs, how to start
03
What is AI Funding

AI Funding installs agentic software
that runs your front office.

We're a solutions company. We install AI Funding Solutions into your business so it scales, software that qualifies every lead on real financial data, routes it, and funds the deal at the point of sale. It replaces the software you cobble together and the roles that run it. One install, and we only make money when you fund more deals.

Qualify on real financial dataRoute every leadFinance at the point of sale
AI Funding · front officeIllustrative
One lead, run end to end
Qualify ORACLE
Qualified
Read on real data · credit 712 · DTI 0.34 · zero credit impact
Route HELIX
Routed
Above your criteria · sent straight to your reps
Fund FLUX
Funded
$12,000 financed at the point of sale · paid in ~72 hr
Replaces your software + the roles that run it · you only pay when you fund
04
Who it's for

Built for any business that sells to consumers.

Anywhere a lead hears a number and has to decide whether they can pay for it, online or local, that's our sweet spot. Multiple verticals, one install. Same software, same flow, same point-of-sale finance. Just the deal stories change.

V01
E-commerce + online
$500 to $20k
DTC stores, online offers, info products, memberships, subscriptions
V02
Home services
$5k to $80k
Solar, roofing, HVAC, remodel, pools, windows, restoration
V03
Auto + retail
$2k to $40k
Dealerships, aftermarket, furniture, electronics, big-ticket retail
V04
Coaching + education
$2k to $40k
Coaches, masterminds, trade schools, certifications, programs
V05
B2B + pro services
$3k to $50k
Agencies, consultants, legal, accounting, financial + insurance services
Not forImpulse single-visit walk-ins · sub-$500 tickets with no sales conversation. We don't replace a credit-card terminal, we replace the agency, the tech team, and the cash-flow objection that walks out of every real sales conversation.
05
The cost of doing nothing

Every lead you qualify with “what's your budget?” is a lead lying to you.

The way you run your funnel today leaks an estimated $0.0M a year. People fudge the form, reps burn hours on dead calls, and you pay an agency and a tech team fat retainers to duct-tape it together. The number on the form isn't the real number.

0%
Form budgets that don't match real credit
$0.0M
Leaked to a fudged funnel / yr
0%
Leads never qualified on real data
Hours
Reps lose to dead calls / wk
Where the $1.4M actually leaks
Deals lost to fudged qualification
~24 buyers/yr who could fund, walked · $48k avg deal
77.7%
$1,094,400
Rep hours on dead calls
~7 unqualified calls/wk · 1.5 hr · $400/hr · 52
15.5%
$218,400
Agency + tech retainers
fat monthly fees to duct-tape the funnel together
6.8%
$96,000
Total annual leakage
illustrative · mid-size business
$1.41M
06
The old way vs the installed way

The old way loses your best deals. The installed way funds them.

Three jobs decide whether a deal funds: qualifying your leads, your sales team, and funding the deal. Today you do all three the old way, and it leaks your best buyers. Here's exactly what changes once the software is installed.

01
Decisions on data, not guesses
Qualifying your leads
Stop qualifying on a form people fudge. The software reads real credit, income and affordability on a soft pull the moment a lead enters, impossible to fake.
Soft pullReal dataNo fudging
02
Hours back, higher close rate
Your sales team
Stop dialing the whole list. Smart routing sends only the financially-qualified to your reps, they spend the day on people the data already approved.
Qualified onlyNo dead callsMore collected
03
Paid out in ~72 hr
Funding the deal
Stop copy-pasting a folder of lender links. One lender marketplace takes the customer from pre-qualified to approved at the point of sale, and once the deal funds you are paid out around 72 hours later.
One marketplaceHigher approvalsPaid in ~72 hr
07
The old way vs the installed way · Job 1

Qualifying your leads. Decisions on data, not guesses.

The old way · You ask. They answer.

Your form tries to qualify people by asking their income, their budget, whether they're serious. But people say what gets them through, not what's true.

  • × Self-reported income & budget
  • × People fudge to pass the form
  • × You "qualify" on data that isn’t real
The installed way · You read the data.

The smart form runs a soft pull and reads actual credit, income and affordability the moment a lead enters. Impossible to fake. Every lead qualified on real financial data.

  • Real credit, income & DTI on a soft pull
  • Impossible to fudge
  • Every decision made on real data
Saves: Decisions on data, not guesses.
08
The old way vs the installed way · Job 2

Your sales team. Hours back, higher close rate.

The old way · Reps call everyone.

Your team works outbound to the whole list, chasing calls that may not be qualified, burning hours on people who were never going to fund.

  • × Dials wasted on unqualified leads
  • × Calendar full of dead calls
  • × Wrong customers slip through
The installed way · Reps call only qualified buyers.

Smart routing sends only the financially-qualified to the team. Reps spend the day on people the data already approved, close rates climb, cash collected goes up.

  • Only financially-qualified conversations
  • No time wasted on dead leads
  • Higher conversions, more collected
Saves: Hours back, higher close rate.
09
The old way vs the installed way · Job 3

Funding the deal. Faster turnaround, more approvals.

The old way · A folder of lender links.

An SOP full of lender URLs. You copy-paste, you hear nothing back, you wait on long approvals, and you have no control over any of it.

  • × A dozen disconnected lender links
  • × No visibility, no communication
  • × Long waits, low approvals
The installed way · Point-of-sale finance.

Customers go from pre-qualified to approved on the spot through one lender marketplace at the point of sale. Best offer wins, and once the deal funds you are paid out around 72 hours later.

  • One lender marketplace, best offer wins
  • Pre-qualified to approved on the spot
  • Paid out around 72 hours after funding
Saves: Faster turnaround, more approvals.
10
What we install

What gets installed. Four agents, one capability.

This is what the software actually is, PRISM smart form, ORACLE pre-qualification, HELIX smart routing, and NEXUS lender marketplace, plus qualified pixel firing as a capability. They replace the software you cobble together and the roles that run it. Every one is named, observable, and logged.

01PRISM
ONLINE
Smart Form
Drops the smart form into your existing funnel and captures every lead on a soft pull, no rebuild, no new CRM. Reshapes itself on partial answers so serious buyers breeze through.
days
LIVE IN
none
NEW CRM
kept a returning applicant to three fields on a soft pull · just now
02ORACLE
LEARNING
Pre-Qualification
Reads real credit, income, and affordability the moment a lead enters, so every lead is qualified on financial data, not on what they typed into a form. Decision in seconds, zero credit impact.
<2s
DECISION
Soft only
PULL
qualified an applicant on a soft pull · credit 712 · DTI 0.34 · 2s ago
03HELIX
ONLINE
Smart Routing
Routes every lead on its real financial data, by rules you set. Qualified buyers go straight to your reps, everyone else into nurture. Your team only ever speaks to people who can actually fund.
your rules
ROUTES BY
real data
BASIS
sent a qualified buyer to your team · routed the rest to nurture · just now
04NEXUS
ONLINE
Lender Marketplace
Runs every qualified applicant through one lender marketplace, prime to near-prime, and surfaces the best offer, replacing your SOP of a dozen disconnected lender links.
one flow
MARKETPLACE
ranked
BEST OFFER
matched a profile across the marketplace · best offer 5.9% APR · 12s ago
05PIXEL
CAPABILITY
Qualified Pixel Firing
Server-side, only qualified leads fire the conversion event, so the ad platform learns from real buyers, not form fillers. Your cost per qualified lead drops as the data compounds.
qualified
FIRES ON
real buyers
LEARNS FROM
fired the pixel on a funded lead · ad platform retraining · just now
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How it works

Install. Qualify. Route. Fund.

Four steps. We drop the software into your existing funnel, qualify every lead on real data via a soft pull, route the financially-qualified to your reps, and fund approved customers at the point of sale. Live in days, not months.

01
Install
We drop the smart form + pre-qualification into your existing funnel, no rebuild, no new CRM. Live in days, not months.
02
Qualify
Every lead is scored on real credit, income and affordability via a soft pull, not asked on a form. No one can fudge it.
03
Route
The software routes every lead on its real financial data, by your rules. Above your criteria they go high-ticket, below it low-ticket, and the rest into any funnel you choose.
04
Fund
Customers go from pre-qualified to approved on the spot and finance at the point of sale through a lender marketplace. Once the deal funds, you are paid out around 72 hours later.
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How it works · Smart routing

Route every lead on real data, by your rules.

You set the parameters on each lead's real financial data, credit, income, affordability. Above your criteria, buyers go straight to the high-ticket sales calendar; below it, they land in a self-liquidating-offer funnel; and the rest go into any funnel you choose, nurtured by email and ebook. You have full control over who gets routed where, so your reps only ever talk to buyers who can actually fund.

01 · INBOUNDAll leadsAds · site · referrals · campaigns
02 · SMART FORMSmart form reshapes on partial answersBuilt into your existing funnel, order rewritten by intent
03 · QUALIFYFinancial qualification on every lead
CreditAvailableIncomeDTIPre-approval $
Smart routing · multi-stage
HIGH-TICKET≥ 680 · ≥ $5k · DTI < 40%
  1. 01Filter by credit score
  2. 02Filter by income
  3. 03Filter by available credit
Booked with a rep · pre-qualified
LOW-TICKETBelow floor · still warm
  1. 01Free guide / e-book
  2. 02Low-ticket starter offer
  3. 03Nurture · re-pull in 90 days
Nurtured · re-pull in 90 days
13
Capability · Qualified pixel firing

Stop training your pixel on form fillers.

Today, your Meta and Google ad pixels fire on a Page View, a Lead, or a Form Submit. Most of those leads never qualify. Your algorithm optimises for garbage and your CPA drifts up month over month. Qualified pixel firing breaks the loop, server-side, only qualified leads fire the conversion event, so the ad platform learns from real buyers.

01
Page view
Cold click
02
Lead
Form opened
03
Pre-qual
Soft-pull read
04
Qualified
Real buyer
05
Funded
Paid in ~72 hr
QUALIFIED · FIRESReal buyerThe pixel holds until the lead is actually qualified
The pixel fires server-side only on a qualified lead. The conversion that returns to Meta, Google, and TikTok is a real buyer, not a form-fill. Your algorithm retrains on the right customer profile and your cost per qualified lead drops.
14
What changes once it's installed

0% converts becomes 0%+ once it's installed.

The old way (38% convert to funded)
38%
The installed way (70%+ · illustrative)
70%+
Delta+32 pts conversion to fundedQualify on real data + route by your rules · illustrative
0%
Cost per qualified lead
0.0×
Qualified sales calls
+0%
Conversion to funded
$0k
Avg funded per deal

Faster funding approvals. Figures are illustrative and representative, not a guarantee of results.

15
Your economics

Drag the funnel. Watch the math.

The old way
$1.54M
Recovered revenue / yr
16 funded deals / mo
180 leads × 50% qualified × 18% close = 16/mo
16 × $8,000 × 12 = $1.54M
Once installed
$4.22M
Recovered revenue / yr
44 funded deals / mo
180 × 50% × 70% × 70% funded = 44/mo
44 × $8,000 × 12 = $4.22M
Delta+ $2.69M / yearillustrative · varies by business
16
The compound effect

Better data in means cheaper, better leads out.

AI Funding does not just fund more deals today. It compounds. Each qualified lead re-trains your pixel. The pixel sends better leads. Better leads convert at a higher rate. The cycle accelerates. Twelve months in, the business is unrecognisable.

M01
M02
M03
M04
M05
M06
M07
M08
M09
M10
M11
M12
Cumulative recovered revenue
~$398k by month 12 · mid-size business · illustrative
CPA trajectory
−38% by month 12 · driven by qualified pixel firing
~$398k
Cum. recovered / yr
−63%
Cost per qualified lead
3.1×
Qualified sales calls
+41%
Conversion to funded
17
Full value stack

Everything you get in one platform.

AI Funding replaces the stack of vendors, and the agency and tech team, that most businesses duct-tape together. Here's everything the install includes, and what you'd typically pay if you bought it piecemeal.

PRISM + ORACLE · qualify
  • PRISM smart form built into your funnel
  • Reshapes on partial answers (−41% drop-off)
  • ORACLE soft-pull pre-qualification
  • Real credit · income · affordability
If bought separately$2,400 / mo · form + scoring vendor
NEXUS · finance
  • Lender marketplace · best offer on one soft pull
  • Ranked total-cost, cheapest first
  • FLUX point-of-sale finance
  • Faster approvals · paid out in ~72 hr
If bought separately$1,800 / mo + 1.5% take-rate · single-lender programs
HELIX · route
  • Routes every lead on real financial data
  • Qualified buyers straight to your reps
  • Self-liquidating-offer funnel for low-ticket
  • Smartphone continuity for off-site signing
If bought separately$1,200 / mo · routing tool + payment processor
Qualified pixel firing
  • Server-side, only qualified leads fire
  • CAPI to Meta + Google + TikTok
  • Funnel-stage event ledger
  • Per-channel ROAS attribution
If bought separately$900 / mo · CAPI vendor + analytics
Reporting + support
  • Daily funded summary + monthly invoice
  • Per-rep performance dashboards
  • Live chat + dedicated CSM
  • Free install + staff training
If bought separately$600 / mo · BI tool + support seat
Equivalent vendor stack~$7,700 / month · ~$92,400 / yr
AI Funding$4,997 one-time · $3 / applicant · 3% of funded loans
18
Pricing

Three line items. No surprises.

01 · INSTALL
One-time install fee
We install the agentic software into your business, the smart form, pre-qual, routing, lender marketplace, point-of-sale finance, plus qualified pixel firing. Configured, trained, live. Paid once.
$4,997
USD · paid on signing
02 · USAGE
Per applicant pulled
Every applicant ORACLE reads on a soft pull is billed at a flat rate. No charge for traffic that never reaches the form. Low entry, we earn on your volume.
$3
per applicant · billed monthly
03 · FUNDED LOANS
% of the loans you fund
We invoice 3% of the loans you actually fund, at month end. No funded loan → no fee. We only make money when you fund more deals.
3%
of funded loans · monthly invoice
No monthly software fee$0
No agency or tech retainer$0
Time to liveUp to 5 business days
Aligned incentiveWe win when you win
19
Onboarding

Up to 5 business days. From signed agreement to live.

Once you sign and the $4,997 install fee clears, our team installs the agentic software, wires qualified pixel firing into your existing funnel, trains your staff, and validates the first end-to-end soft pull. Up to 5 business days. After that the software is running your front office.

Day 0
Agreement signed · $4,997 paid
KYB clears in 60s · CSM assigned · kickoff scheduled
Day 1
Software installed
Qualified pixel firing wired · bank account verified · funnels mapped
Day 2-3
Smart form + routing built
Smart form deployed · routing published · pre-qual wired to the bureaus
Day 4-5
Live · first real traffic
Team trained on the portal · first funded deal in days
What you need to bring
EIN + business address
Owner name, DOB, last 4 SSN, ownership %
Business bank account (routing + account)
Driver's license + business license (uploaded)
Any web browser, any device (no hardware to install)
One signature on the agreement (e-sign)
20
Let's go

Install the agentic software.
We only make money when you fund more deals.

$4,997 to install. $3 per applicant pulled. 3% of the loans you fund. Live in up to five business days. 1,000+ businesses already running on AI Funding. Too good to be true, but true.

NMLS #2456701 · FCRA · ECOA · TILA · 1,000+ businesses · $4,997 install · $3 / applicant · 3% funded