For sales
Book more. Book cleaner.
Reps are under fire to hit numbers, and most of the day goes on finding and qualifying
prospects by hand. Avexo gives the floor a shorter path to the deals that actually
close so effort lands where it converts.
Your stretch of the line
Sales owns the top of the funnel.
This is where most lenders start with Avexo. It is the fastest place to show value, and the same signals feed everything downstream.
01LeadFind, qualify and route the right prospects
02UnderwriteRisk desk
03DisburseRisk desk
04MonitorStrategy
05InsightStrategy
What's broken
The day a rep actually has.
TodayWith Avexo
Half the day goes on hunting for prospects across public sites by hand.
A fresh, policy-fit list every morning, ready to pursue.
Effort lands on businesses that were never going to clear policy.
Prospects are pre-qualified before a rep spends time on them.
Reps pitch whatever walked in, not the product that fits.
Each lead carries a first-pass product-fit read, so reps pitch the right thing.
Underwriting pushes back that lead quality is poor.
Weak leads are triaged out early, so what reaches the desk is worth underwriting.
What the floor gets
Spend the day on prospects that fit.
01
Lead intelligence, every morning. A lead-intelligence agent hands your floor a fresh list of prospects that fit your policy, so reps work deals that can close instead of chasing dead leads.
02
Instant pre-qualification. A fast read on whether an enquiry is worth a rep's time, before the rep spends it.
03
Lead-to-product matching. Surface which of your products fits a given business, so the rep pitches the right thing first.
04
A lead-quality agent. Flags weak leads early and keeps the pipeline clean, so the floor's effort concentrates where it converts.
Where the line is
Think of Avexo as your lead-intelligence partner: a technology provider, not a sourcing agent,
DSA or intermediary. We provide the intelligence; your reps decide who to approach and own
every borrower relationship.
What comes next
Once the floor trusts the list, the desk gets the same data.
The signals that qualify a lead are the same ones the underwriting engine expands on. Land in sales, then expand into risk without re-plumbing anything.
→
Risk & underwriting. The full engine, running your policy. See the risk view.
See it run on your kind of leads.
Sample cases and the full proposal are shared privately on request.