AI Automation for Merchant Lending

AI Automation for Merchant Lending

AI Automation for Merchant Lending

Accelerate application processing, engage high-intent leads faster, and reduce drop-off throughout the underwriting cycle. Synthesys automates borrower outreach, document follow-up, application status updates, and re-engagement campaigns—24/7, in 20+ languages.

Accelerate application processing, engage high-intent leads faster, and reduce drop-off throughout the underwriting cycle. Synthesys automates borrower outreach, document follow-up, application status updates, and re-engagement campaigns—24/7, in 20+ languages.

Some companies our

team has worked with:

Solutions for

Solutions for

Solutions for

MCA Lenders & Alternative Finance Providers

MCA Lenders & Alternative Finance Providers

MCA Lenders & Alternative Finance Providers

Inbound Lead Qualification

Capture business information, monthly revenue, and funding needs over the phone.

Application Status Updates

Notify borrowers of missing documents, approval updates, and next steps.

Document Collection & Reminders

Call borrowers to remind them to upload bank statements, tax returns, or e-sign agreements.

Renewal & Upsell Outreach

Re-engage past borrowers or those nearing full paydown with new offers or upgrades.

Voice infrastructure built for alternative finance at scale

Merchant cash advance and alt-lending markets are volume-driven, high-intent funnels where speed wins. Synthesys makes sure every lead gets called back instantly, every document gets requested on time, and every renewal opportunity is followed up.

Synthesys integrates with your CRM, underwriting system, and document portal to reduce drop-offs and maximize conversion through every stage of the lending lifecycle.

Voice infrastructure built for alternative finance at scale

Merchant cash advance and alt-lending markets are volume-driven, high-intent funnels where speed wins. Synthesys makes sure every lead gets called back instantly, every document gets requested on time, and every renewal opportunity is followed up.

Synthesys integrates with your CRM, underwriting system, and document portal to reduce drop-offs and maximize conversion through every stage of the lending lifecycle.

Voice infrastructure built for alternative finance at scale

Merchant cash advance and alt-lending markets are volume-driven, high-intent funnels where speed wins. Synthesys makes sure every lead gets called back instantly, every document gets requested on time, and every renewal opportunity is followed up.

Synthesys integrates with your CRM, underwriting system, and document portal to reduce drop-offs and maximize conversion through every stage of the lending lifecycle.

Real-World Applications

Real-World Applications

Real-World Applications

Fund More Deals, Faster

Get applications completed and approved before competitors even follow up.

Handle Bank Statement Reminders Automatically

Call borrowers daily to request or remind them to upload required docs.

Update Borrowers on Application Progress

Give real-time voice updates on what’s next in underwriting.

Renew High-Quality Clients at Scale

Run outbound campaigns to re-engage existing borrowers for top-off or new funding.

How it works

How it works

How it works

1

Script Lending-Specific Flows

We help build voice logic for your funding funnel, doc collection, and renewal paths.

2

Integrate With Your Stack

Connect Synthesys to Salesforce, HubSpot, HighLevel, or your lending CRM.

3

Deploy in Days

Go live quickly with multilingual phone outreach and inbound support.

Results you can expect

Results you can expect

Results you can expect

  • 2–3x faster time-to-completion for borrower applications

  • Reduce underwriting doc drop-off by 40%+

  • Book more renewals through automatic re-engagement

  • Handle 80–90% of phone-based borrower communications automatically

Integrations for everything

Integrations for everything

Synthesys comes ready to run out of the box. But if your business needs more, our ecosystem of CRM, sales, and support integrations connects you to the tools you already use - with over 200+ apps for whatever specialized features you might need.

Integrations for everything

Synthesys comes ready to run out of the box. But if your business needs more, our ecosystem of CRM, sales, and support integrations connects you to the tools you already use - with over 200+ apps for whatever specialized features you might need.

FAQs

FAQs

FAQs

Can Synthesys qualify borrowers over the phone?

Can Synthesys qualify borrowers over the phone?

Can Synthesys qualify borrowers over the phone?

Can Synthesys follow up on document uploads?

Can Synthesys follow up on document uploads?

Can Synthesys follow up on document uploads?

Will it support renewal campaigns?

Will it support renewal campaigns?

Will it support renewal campaigns?

Is it secure and compliant?

Is it secure and compliant?

Is it secure and compliant?

Does it support multiple CRMs or brokers?

Does it support multiple CRMs or brokers?

Does it support multiple CRMs or brokers?

Let Synthesys Handle the Phones

Let Synthesys Handle the Phones

Let Synthesys Handle the Phones

Speed up funding. Increase approvals. Never lose a deal due to slow follow-up.

Speed up funding. Increase approvals. Never lose a deal due to slow follow-up.