AI Automation for Equipment Finance Brokers

The fastest clean package wins the deal. Yours is stuck in data entry.

I build AI that reads the app, spreads the bank statements, chases the stips, and sends each deal to the right lender — on its own. Your team submits in minutes, not hours. And you stop losing deals to whoever was faster.

Proof → TruckLenders USA got back 20+ hours a week. Intake, statements, and stips — all handled by AI now.

The deal is sitting.
Your team is doing data entry.

From the first lead to the funded deal, your team wastes 30-45 hours a week on busywork. None of it sells. None of it closes.

01

You re-type every deal by hand

The app shows up as a PDF. Now someone types it all into your CRM and every lender portal — name, EIN, owners, amount. Then they read three months of bank statements line by line. That's 30-45 minutes a deal before anyone even picks up the phone.

02

Stips disappear into a black hole

You got the approval — but it needs stips. Now you're texting and emailing a guy who checks his phone at 9pm. You track what's missing on a sticky note. You rename blurry photos. Days slip by, and the approval clock keeps ticking.

03

You guess which lender gets the deal

Which lender wants this deal? That answer lives in one person's head. New reps blast the same file to eight lenders, waste hard pulls, and make your shop look sloppy. Send it to the wrong desk and you lose a day waiting on a 'no' you could have called.

04

Every slow hour is a lost deal

Your customer applied to three other brokers that same day. The first clean package to the lender wins. While your team is still typing, a faster broker already has the approval — and is on the phone with your customer.

Every hour stuck in the back office is an hour you hand to a faster broker.

I build the AI that wins those hours back — so you submit first and fund faster.

This isn't a demo.
It's running right now.

TruckLenders USA

Commercial Equipment Finance

Build This For Me →
20+
Hours / Week Reclaimed
Manual data entry eliminated
3
Bottlenecks Automated
Intake · stips · lender matching
Min
App → Submission
What used to take hours

Before

  • Every app typed in by hand
  • Bank statements read line by line, one deal at a time
  • Stips chased over texts, emails, and sticky notes
  • Deals sent to lenders on gut feel
  • Hours of busywork before a deal hit a desk

After

  • Apps read and dropped into the CRM on their own
  • Statements read in seconds — NSFs and stacking flagged
  • Stips collected on autopilot, each one checked by AI
  • Every deal matched to the right lender
  • A clean package to the lender in minutes

From manual to automated in two weeks

I do it all for you, on the tools you already use. You fund deals. I kill the busywork in between.

01

Find the slow spot

I watch a deal go from lead to funded. We find where the hours leak — the typing, the statements, the stip-chasing. Then we fix the biggest one first.

02

Build it into your tools

I build it right into the tools you already use — Salesforce, your CRM, your inbox. No new app to log into. It just works where your team already works.

03

Go live in 2 weeks

Apps read themselves. Statements get spread. Stips collect on their own. Deals find the right lender. Live on your real deals in two weeks — not a demo.

04

Save more, then more

We count the hours you got back. Once one job is handled, we automate the next one. We keep going until the busywork is gone.

What you do

Show me how you work in a couple of calls. Give me your CRM and a few real deals. Say go. Then use the hours you get back to fund more deals.

What I handle

Everything else. Reading the docs, spreading the statements, chasing the stips, matching the lenders, wiring it into your CRM, and keeping it all running.

Timeline

Week 1: I learn your flow and build it. Week 2: it goes live on real deals. After that, we tune it and move on to the next job.

Pricing

One flat price per job. You know the number before I start. A small monthly fee keeps it running. The hours you save pay for it fast.

I take a few builds at a time. That's it.

This isn't a cookie-cutter app I sell to everyone. I build each one by hand and support it myself. So I can only take a few at a time. When the slots are full, they're full. The shops that move first get automated while the rest are still typing PDFs.

Q2 2026
Filled
Q3 2026
1 Slot
Q4 2026
Open
Q1 2027
Open

The bottlenecks I take off your desk

The slow, painful steps in underwriting, doc collection, and dealer back-and-forth. I turn each one into something that runs on its own.

Application Intake & Statement Spreading

Saves 8-12 hrs/week · Live for TruckLenders
parse the app + DLauto-spread bank statementsflag NSFs & negative daysdetect stackingwrite straight to your CRM

Stip & Document Collection

Saves 10-15 hrs/week · Live for TruckLenders
SMS + email chase sequencesmagic upload linksAI checks every doclive stip dashboardno more 9pm tag

Lender Matching

Right desk, first time · Live for TruckLenders
encode each credit boxranked submission listplain-English why / why-notno wasted hard pulls

Invoice Checks & Status Updates

The next job I take off your desk
match invoice to approvalflag wrong name or amountauto-update dealer + customersent on every stage change

You're paying a full salary to re-type PDFs

Manual hours/week
30-45
=
That's roughly
1 FTE
vs
Time to automate
2 wks

A small shop wastes 30-45 hours a week typing, spreading statements, and chasing stips. That's a full salary spent on work that doesn't sell or close. Automate it once and you get those hours back for funding deals. But the real cost is bigger — every deal you lose because a faster broker got there first.

The Guarantee

If it doesn't save the hours we agreed on, I keep building until it does.

Before I start, we agree on the job and the hours it should save. If it doesn't hit that on your real deals, I keep working for free until it does. One flat price. A clear promise. I bet on my own work.

Tell me where your deals get stuck.

Show me how a deal goes from lead to funded. I'll point to where the hours are leaking — and what I'd fix first.

The Process

You show me how you work. I find where the hours leak and tell you the one thing I'd automate first. No pitch — just the teardown.

Limited Capacity

I take a few builds at a time so each one is done right. When the slots fill, the next one waits for the following quarter.

Get your pipeline teardown

Tell me how your deals move from lead to funded. I'll show you where the hours are leaking and what I'd automate first. One call. It's yours either way.

Email Me — Get the Teardown

Response time: within 24 hours