AI-assisted recommendations and call scripts for bank relationship managers.
Log inExample — here's what you'll see after logging in.
Customer situation
Local restaurant owner opening a second location. Needs working capital to bridge the gap between signing the lease and opening-day revenue.
Recommended product (high priority)
Business Line of Credit
“Opening a second location always comes with that gap between signing the lease and your first sales. A Business Line of Credit is built for exactly that — you draw only what you need for build-out and payroll, pay interest just on what you use, and keep the line ready for the next thing.”
Required disclosure
All lines of credit are subject to credit approval and underwriting. Rates and terms vary based on creditworthiness.
Describe the customer situation
A few lines about who you're calling and why — no CRM setup, no data entry.
Get a recommendation, call script, and compliance disclosure
A product from your bank's own list, a cold-call script written for it, and the exact required disclosure text attached — never generated, always your bank's own wording.
Walk into the call prepared
Read the script, have a response ready for common pushback, and log the outcome when you're done.
Built by a career banker, not a software vendor.