Athena
Every lead, warmed up.
Athena is the AI operator inside Fundio. She does the work between a new lead and your call: she reaches out, qualifies them and keeps following up until they are warm.
- Reaches out by text and answers every reply the moment it arrives, with a compliance check on every message.
- Handles the questions that stall a first conversation: who is this, how did you get my number, are you a broker or a bank, call me after work.
- Books the call on your calendar, and keeps following up until the borrower answers or asks her to stop.
- Writes the notes, summarises the calls, and tells you what to talk about before you dial.
- Works inside a native CRM and dialer, so nothing lives in a second tool.
- Honours every opt out immediately and permanently, across every channel.
Calls through Fundio come with All Inclusive, and Athena's email is coming soon.