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Updated September 2026

An AI receptionist for business funding brokers.

Every call, DM and ad lead answered in seconds and booked with your funding advisor.

CallsAll hours

Andre J.

Tue, Aug 4, 10:36 PM · 2:48

Booked

Food truck, two years in business. Wants working capital. Call booked 11 AM.

(305) 555 0181

Tue, Aug 4, 9:15 AM · 1:12

Callback Requested

Asked about rates and fees. Got your standard answer. Wants a call back at lunch.

Nicole F.

Mon, Aug 3, 2:05 PM · 0:58

Transferred

Current client with documents ready to send. Sent straight to your advisor.

Ray S.

Sat, Aug 1, 12:40 PM · 2:20

Booked

Landscaping company asking about equipment financing. Call booked Monday 9 AM.

Every real call is recorded and summarized.

What it does for business funding brokers

An AI receptionist for business funding brokers answers every call, DM and ad lead in seconds. It asks your intake questions, like time in business and monthly revenue, and books the call with your funding advisor. It never promises an amount or a decision. Your team covers that on the call.

  • 7secondsMedian first reply to a new text, DM or form lead.
  • 62%Of leads first reach out after hours or on a weekend.
  • 141Appointments the AI booked, the typical one 13 minutes after the lead's first message.

Our figures as of September 29, 2026. Measured on 858 real leads across 8 client businesses (home services, real estate, business funding, and credit repair) from June to September 2026. Test contacts excluded.

Hear it handle a call like yours

The kind of call business funding brokers get at the worst possible time, answered and booked while you work. Then try it yourself.

Text thread
  1. Customer: Saw your post. I need funding for my business
  2. AI: Hey, thanks for reaching out to Northline Capital! What kind of business do you run, and how long have you been open?
  3. Customer: Barbershop, about 3 years
  4. AI: Nice. Roughly what does the shop bring in a month, and what would the funding go toward?
  5. Customer: Around 40k a month. I want to open a second location. How much can I get?
  6. AI: That depends on your numbers, so your advisor will go over real options with you. I have today at 3 PM or tomorrow at 10 AM. Which works?
  7. Customer: Tomorrow 10
  8. AI: You're booked for tomorrow at 10 AM. I'll text a confirmation and a short list of what to have ready.
Funding call booked tomorrow 10 AM, no amount promised

Calls it handles

  • A DM after your reel

    A restaurant owner asks how fast they can get working capital. The AI answers in your voice, asks your intake questions and books a call.

  • A lead shopping three brokers

    They filled out three forms this morning. The AI answers first and books the call while the others are still dialing.

  • How much can I get?

    It explains the amount depends on their numbers and books the call where your advisor goes over real options.

Booked by your rules

It books funding calls only inside the hours you set and never on a day you blocked. Each call lands with the type of business, time in business, monthly revenue and what the money is for.

Text from your AInow

New booking: Andre J. Food truck, two years in business. Wants working capital. Call booked 11 AM.

  • Our CRMThe lead, their answers and the whole conversation.
  • Its calendarOn a real opening inside the hours you set.
  • Your dashboardWith the call recording and a one-line summary.
  • A text to your phoneThe moment it books, with the details.

After the call it keeps working

Follow-up written for every lead

A lead goes quiet? It follows up for weeks until they book or say no. Every follow-up is written for that one lead.

One memory across every channel

They DM at lunch, text at nine and call the next day. It already knows what they asked.

More reviews and fewer bad ones

After the appointment the AI checks in. Happy clients get your Google review link. Unhappy ones come to you first.

After the appointment
You marked it done
AJ

Andre J.

Completed · funding call held

AI following up
Hi Andre, thanks for talking with Northline Capital. How did you feel about the options we went over?
Good. It was clear and nobody rushed me.
So glad to hear it! If you have a minute, a quick Google review helps us a lot.

Review Northline Capital on Google

g.page/r/northline-capital/review

✓Review link sent after a happy reply
Unhappy? It comes to you firstReferral ask after the review

How it compares

Three ways owners cover the phone today, and what each one leaves on the table.

An answering service

  • Billed by the minute or by the call
  • A person takes a message for you
  • Booking, follow-up and chat often cost extra

An in-house receptionist

  • A salary, plus payroll taxes and time off
  • One call at a time, during business hours
  • Texts and DMs wait until there's a minute

A DIY AI tool

  • You set it up and write its script
  • Minutes metered, texting and follow-up often add-ons
  • Nobody tunes it to how you sell

TheContentLabs.AI: a flat plan from $497 a month, phone usage at cost. Every call, text and DM answered, booked by your rules and followed up. We build it and run it.

Common questions

Will it promise an amount?

No. It explains that the amount depends on their numbers and books the call with your advisor. It never promises an amount or a decision.

Can it answer Instagram DMs?

Yes. A lot of funding leads start in DMs and ad forms. It answers calls, DMs, texts and web chat the same fast way.

Does it ask my intake questions?

Yes. Time in business, monthly revenue, what the money is for and anything else you ask. The answers save to the lead so your advisor starts the call ready.

What about leads who go quiet?

It follows up on a schedule you set and stops when they reply or book.

Does it speak Spanish?

Yes. It answers in the language the lead speaks or writes in.

See what every missed lead is costing you.

A free Missed Revenue Audit puts a dollar figure on every call, text and DM you miss or answer too slowly, including the ones your ads paid for. The numbers are yours to keep.