AI intake for commercial lenders
Porto learns what the loan is for, how much, the business’s revenue and time in operation, so your loan officers spend their calls on deals that fit your criteria.
Keystone Business Capital
AI assistant
Hi, I’m the AI assistant for Keystone Business Capital. What would the financing be for?
Buying a second warehouse. We need about $1.8 million and we’ve been operating for 11 years.
Amount and history already covered
So it asks about revenue
Thank you. What was last year’s revenue, and would the property itself serve as collateral?
What Porto does for commercial lenders
Porto replaces the loan inquiry form on a commercial lender’s website with a short AI conversation. It learns the loan purpose, the amount, the business’s revenue and years in operation and any collateral, never giving financial advice, and sends your loan officers a brief before the first call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Purpose
Real estate, equipment, working capital or acquisition
Amount
How much and how soon they need it
Business
Industry, years operating and annual revenue
Collateral
Property, equipment or receivables available
Fit
Whether the deal matches your lending criteria
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Corbin Distribution
85
Strong fit
Purpose
Purchase of a second warehouse
Amount
About $1.8 million
Business
11 years operating, $14 million revenue
Collateral
The warehouse property
Questions from commercial lenders
Can it screen out deals below our minimum?
Yes. You set the criteria, and Porto lets smaller inquiries know kindly and can point them elsewhere.
Does Porto make credit decisions?
No. It collects details for your loan officers and never gives financial advice.
Can it route by loan type?
Yes. Porto routes each inquiry to the right person based on the answers.
See Porto set up for commercial lenders
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo