AI Client Qualification — Financial Services

Pre-Qualify Every Client
Before They Book.

An AI that conducts a full financial discovery, checks prospects against your minimums, and only routes qualified clients to your calendar — so every meeting is worth your time.

See the Live AI Intake System Talk to Us — Free

The link above is a live, working AI underwriting system we built for a business lending firm — this is the same architecture.

lending.maxevdigital.com
LIVE
Platform preview
2–3 hrs
Discovery Call Time Per Prospect
5 min
AI Pre-Qualification
100%
Calendar Time on Qualified Clients
What We Built — And What We'll Build for You

We Already Shipped This for a Lending Firm. Yours Is Next.

MAX EV Business Lending at lending.maxevdigital.com is a live AI underwriting platform — it interviews loan applicants, checks their profile against SBA benchmarks, generates a pre-qualification score, and routes them to the right lender. All in under 5 minutes with no human involved. The same system, with your firm's criteria, applies directly to mortgage pre-qualification, wealth advisor discovery, or CPA intake.

🤖
AI Financial Discovery Interview
Investable assets, income, debt profile, goals, timeline, current advisor status, and tax situation — gathered conversationally in under 5 minutes.
✅
Minimum Threshold Check
Your minimums built in — asset floor, income level, loan-to-value ratios. Prospects that don't qualify get a graceful decline and referral path.
📊
Prospect Scoring + Routing
Ideal Fit → immediate calendar access. Near Threshold → 6-month nurture sequence. Not a Fit → professional decline with referral options.
📋
Prospect Profile Summary
Before every consultation, you receive a one-page structured summary — financial profile, goals, key flags, and full intake transcript.
⚖️
Compliance-Safe AI Responses
No specific investment advice in AI responses. All AI output directs prospects to the advisor for recommendations — keeping you compliant.
Live System — Verify It Now

"MAX EV Business Lending is a live AI underwriting platform at lending.maxevdigital.com. It takes a small business loan applicant from first contact to a pre-qualification decision in under 5 minutes — SBA benchmark comparison, risk scoring, and lender routing — with no human involved until a qualified lead comes through. Visit the link and see it work."

MAX EV Digital — lending.maxevdigital.com
Pricing

Your Criteria. Your Thresholds. Built Once.

Starting At
$5,000
Setup: $5,000–$9,000 depending on product complexity and compliance review scope. Monthly hosting from $400/mo.
  • AI financial discovery interview
  • Minimum threshold check (assets, income, LTV)
  • Prospect scoring and calendar routing
  • Prospect profile summary per intake
  • Compliance-safe AI response framework
  • CRM sync (Redtail, Wealthbox, or custom)
Book a 15-Min Demo — Free

The Demo Is Already Live. Go See It.

Visit lending.maxevdigital.com and go through the application flow — that's the exact system we'd adapt for your firm. Then book 15 minutes with us to talk through your specific criteria.

See the Live AI System