SYNDICATE
Capital. Connections. Opportunity.
The Syndicate's AI agents handle inbound & outbound calls, qualify funding applicants, book appointments, and follow up — so your team closes more deals, faster.
Integrates seamlessly with your existing tools
Everything You Need
Automate your entire funding operation
From first contact to funded — The Syndicate AI handles every step of your business funding workflow.
Instant Call Handling
AI agents answer inbound calls 24/7, in multiple languages. Never miss a funding lead again.
Funding Lead Qualification
Our AI asks the right questions in real-time — credit score, revenue, time in business — and scores every lead automatically.
Smart Appointment Booking
Instantly schedule calls with your loan officers by syncing directly to your team's calendar with intelligent availability detection.
Automated Follow-Ups
AI sends personalized follow-up calls, texts, and emails to keep prospects warm and move them through your funding pipeline.
Real-Time Analytics
Track call performance, conversion rates, funding pipeline value, and agent activity with a full business intelligence dashboard.
CRM Integration
Seamlessly syncs with HubSpot, Salesforce, and 3,000+ tools via Zapier. All your data, always in one place.
Compliance Ready
Built with financial services regulations in mind. All calls are recorded, logged, and stored for compliance review.
Outbound Campaigns
Launch AI-powered outbound calling campaigns to re-engage cold leads and previous applicants at scale.
Meet The Team
Your AI Funding Dream Team
Each agent is specialized for a different part of your business funding operation. Deploy one or the entire team.
Alex
Inbound Funding Specialist
Answers inbound calls 24/7, qualifies funding applicants, and schedules appointments with your loan officers automatically.
Victoria
Outbound Lead Generator
Runs outbound calling campaigns to cold leads and past applicants, re-engages prospects, and fills your pipeline with qualified opportunities.
Maxwell
Loan Processing Agent
Handles document collection reminders, status updates, and borrower communication throughout the loan processing lifecycle.
Sierra
Customer Retention Agent
Checks in with funded clients, identifies renewal opportunities, and maintains relationships to drive repeat business.
Orion
Compliance & Reporting Agent
Tracks all call logs, ensures regulatory compliance, generates performance reports, and alerts your team to any issues.
Nova
Social Media & Marketing Agent
Manages LinkedIn outreach, responds to social DMs, creates marketing content, and runs email drip campaigns for your funding business.
Tina
Social Media Outreach Specialist
Slides into DMs across Instagram, LinkedIn, Facebook, and TikTok to start real conversations with business owners — finding out if they're open to funding and getting them pre-qualified with zero credit impact.
Pricing
Simple, transparent pricing
No hidden fees. No surprises. Cancel anytime.
Starter
Perfect for small funding shops getting started with AI.
- 1 AI Agent (Alex — Inbound Specialist)
- Up to 500 calls/month
- Automated appointment booking
- Lead qualification scoring
- Google Calendar integration
- Email follow-up automation
- Basic analytics dashboard
- Email support
Growth
For growing funding teams that need more power and reach.
- 3 AI Agents (Alex + Victoria + Maxwell)
- Up to 2,000 calls/month
- Outbound calling campaigns
- CRM integration (HubSpot, Salesforce)
- WhatsApp & SMS follow-ups
- Full compliance call recording
- Advanced analytics & reporting
- Priority phone support
Enterprise
Full AI workforce for high-volume funding operations.
- All 6 AI Agents — full team
- Unlimited calls
- Custom AI agent training
- White-label client portal
- API access & custom integrations
- Dedicated account manager
- SLA guarantee (99.9% uptime)
- 24/7 VIP support
All plans include a 15-day free trial. No credit card required. Use code SYND50 for 50% off your first month.
Talk to Alex Right Now
Call our live AI funding specialist and experience the future of business lending — no demo required.
+1 (800) 555-1234Real AI. Real conversation. No script, no wait.
Get Started
Ready to put your funding pipeline on autopilot?
Book a personalized demo and we'll show you how The Syndicate can transform your operation in 30 days or less.
The Syndicate · Capital. Connections. Opportunity.