Gather scope
Collect the project details, constraints and evidence required by the approved estimating process.
Systems built / 07
Estimate + financing assistant
Private client deployment
A guided estimate workflow that gathers scope, uses approved price information and presents financing paths without making lending decisions.
The operating problem.
Slow or inconsistent estimates create avoidable uncertainty. The assistant should improve preparation and follow-up while leaving pricing approval, eligibility and underwriting with the appropriate people and providers.
How the system moves.
Prepare options
Use the business’s approved pricebook and rules to prepare consistent choices for review.
Present the next step
Share approved estimate information and, where applicable, a secure path to financing information.
Follow the estimate
Track questions, timing and decisions so open estimates do not vanish into an inbox.
Human and system safeguards
- Human approval before a final price is issued
- No underwriting, eligibility or approval claims
- Secure handoff for financial applications
- Versioned price and option rules
What the system measures
- Time to prepared estimate
- Open-estimate follow-up rate
- Customer questions resolved
- Accepted estimates recorded
Related system
Estimate + Financing AssistantStart with a conversation
Find the revenue
you’re leaving behind.
We’ll look at your customer journey and find the first gap worth closing.
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