avg. first ring 0:18 Get started
Business lendersGoal: Funding call booked

The AI voice agent that calls funding applicants while they're still at their desk.

Business owners send the same application to several lenders on a slow afternoon. Avoonta calls yours within seconds, confirms the basics, and books a call with a loan specialist before the next lender rings.

Get started Hear a sample call

Small Business Lenders · 112 of 200 industries

  • Calls applications in seconds
  • Confirms time in business and use
  • Books loan specialist calls
The problem

Why small business lenders leads go cold.

Owners shopping for capital work with the lender who answers first.

An owner who needs equipment or working capital fills out applications on three sites between customers. The first lender to call back gets the bank statements; the rest get voicemail.

Your specialists are underwriting files and chasing documents, so web applications can wait hours. By then the owner has a term sheet from someone else.

What Avoonta does for small business lenders

Four jobs, done on every call.

Calls every application back

Outbound

As soon as an application lands, your AI Agent dials with the owner's consent, confirms the business name and asks what the funds are for.

Confirms the basics

Outbound + inbound

Time in business, rough annual revenue, amount requested and the use of funds. It doesn't quote rates or promise approval.

Books the specialist call

Outbound + inbound

It offers times from your Google, Outlook, HighLevel or Cal.com calendar so the owner talks to a loan specialist the same day.

Chases missing documents

Follow-up

If the file is waiting on bank statements or a tax return, it calls and texts the owner a reminder with your secure upload link.

What's in the snapshot

Small Business Lenders: 5 AI agents, ready in one click.

One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.

  • 30minLoan specialist call, booked live
  • 4ready texts
  • 6FAQ answers for the receptionist
  • 1click installs all five
  1. New leads

    Application caller

    Calls business funding applicants within seconds and books a call with a loan specialist.

    Hi first name, this is an AI assistant calling for business about the funding application you just sent.

    Asks first How long has the business been operating?

    • Specialist call booked
    • Call back later
    • Not a fit

    Hands off to: a person (Loan specialist on duty)

  2. Follow-up

    Application follow-up

    Retries applicants who didn't pick up and nudges them to book a specialist call.

    Hi first name, this is an AI assistant calling for business.

    Asks first Are you still looking for funding?

    Calls day 0, 1, 2, 5 · text after each missed call

    • Specialist call booked
    • Funded elsewhere
    • Stop calling

    Hands off to: a person (Lending team line)

  3. Receptionist

    Lending front desk

    Answers calls 24/7, books specialist calls for new applicants and routes existing borrowers.

    Thanks for calling business, I'm the AI assistant and this call is recorded.

    Asks first New application or existing loan?

    • Specialist call booked
    • Message taken
    • Transferred

    Hands off to: a person (Servicing team)

  4. Reminders

    Call and document reminder

    Confirms specialist calls and reminds applicants which documents are still outstanding.

    Hi first name, this is an AI assistant calling for business to confirm your call with our specialist tomorrow at time.

    Asks first Still available at that time?

    Calls the day before · text if no answer

    • Confirmed
    • Rescheduled
    • Docs link sent

    Hands off to: a person (Assigned specialist)

  5. Win-back

    Past applicant check-in

    Calls past applicants who didn't proceed, in case their funding needs have changed.

    Hi first name, this is an AI assistant calling for business.

    Asks first Has your funding need changed?

    • Specialist call booked
    • Not now
    • Stop calling

    Hands off to: a person (Loan specialist)

Get the full snapshot — start free Agencies: install it for every client
Sample call

An equipment loan application, 15 seconds in.

A landscaping company owner applied online for funding to buy a new mower fleet.

Specialist call booked6 years, equipmentSummary sent to CRM
Example call
AIHi Owen, this is Max, an AI assistant calling for Northgate Business Capital about the funding application you just sent. This call is recorded. Got two minutes?
OWENYeah, I'm between jobs right now.
AIThanks. How long has the business been operating, and what would the funds go toward?
OWENSix years. Three commercial mowers and a trailer before spring.
AIUnderstood. A loan specialist can review options with you today at 4pm or tomorrow at 9am. Which is better?
OWENToday at 4.
Fits your tools · and the math

Works with your CRM, calendar and Zapier.

Applications arrive from your site, partners or ads by webhook, Zapier, Make or the API, and the call outcome posts back to your loan pipeline the same way.

Use a loan origination or CRM tool like Salesforce or HubSpot? Connect it via Zapier or webhooks.

  • Google Calendar
  • Outlook
  • HighLevel
  • Cal.com
  • Webhooks
  • Zapier
  • Make
  • API

What lands in your CRM after each call

  • Time in business
  • Amount requested
  • Use of funds
  • Revenue range
  • Call booked
  • Recording and transcript
Example

What one more funded deal a month could mean.

Applications a month
120
Talk time per call, roughly
4 min
Minutes used
about 480 of 750
Plan
Agency, $199/mo

If reaching applicants first helps you fund one extra deal a month, the revenue on that file would likely cover the plan many times.

Example only. Application volume, talk time and deal economics differ by lender; use your own numbers.

Limits and compliance

Intake only. Specialists handle terms.

Your agent calls only applicants who consented on your form, between 8am and 8pm in their time zone, after a do-not-call check. It never quotes rates, promises approval or gives financial advice, and it asks the same questions of every applicant. Avoonta is not for payday or merchant cash advance solicitation.

  • Same questions for every applicant
  • No rate quotes or approval promises
  • No cold lists, ever
Small Business Lenders FAQ

Straight answers.

Will it tell applicants whether they qualify?

No. It gathers basic facts and books a loan specialist, who reviews the file and discusses options.

Can it collect bank statements on the call?

No. It can text your secure upload link so the owner sends documents through your own system.

What if an applicant wants to talk to someone right away?

Set a live transfer rule and the call goes straight to an available specialist with a short summary.

Can it call broker-submitted files?

Yes, as long as the applicant consented to contact from your company.

Related industries

Similar agents, other trades.

All 200 industries
AccountantsGoal: Discovery call booked5 agentsPicks up during tax season and books new-client discovery calls. Financial AdvisorsGoal: Intro meeting booked5 agentsCalls prospect inquiries in seconds and books the intro meeting with you. Mortgage BrokersGoal: Loan officer call set5 agentsCalls rate-shopper leads in seconds and hands ready borrowers to a loan officer.

Your next small business lenders lead gets a call in seconds.

Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.

Get started See pricing