Turn Partner Emails Into Funded Loans.
An AI agent that receives partner leads, collects missing documents, runs credit intelligence, routes qualified opportunities, and follows up automatically until conversion.
Your AI-powered CRM for every partnership-sourced lead.
AI CRM for
Partnership Lending.
Your Best Leads Are Buried in Emails.
Partners send leads through emails, spreadsheets, attachments, and different formats. Your team then manually reads, creates, checks, chases, organizes, routes, and follows up—while every handoff creates delay and every delay creates leakage.
Give Every Partner Lead an AI Owner.
Receive
The AI agent captures partner emails and turns unstructured intake into structured opportunities.
Collect
Missing documents are identified instantly and requested automatically from partners.
Assess
Document intelligence and Quick CAM run as soon as sufficient information is available.
Convert
Qualified leads are routed to the right person and followed up until conversion.
Every Email Becomes a Structured Opportunity.
The agent automatically reads incoming partner emails and transforms unstructured intake into actionable lead intelligence.
Lead Details
Customer, product, geography, loan requirement, partner, and other relevant information.
Documents
Identifies attachments and maps them to the required document checklist.
Lead Context
Understands the partner's request and determines the next action.
Priority
Prioritizes leads based on configurable business rules.
The AI Agent Knows What's Missing.
CredStack compares available documents against your checklist, responds to partners automatically, and updates the lead as files arrive.
“Which documents are still required for this partner lead?”
“What is the go / no-go recommendation for this lead?”
“Who should this qualified lead be routed to?”
Intake · Documents · Credit · Decision · Routing · Follow-Up
One configurable AI agent with specialized capabilities—not six separate products—working every lead from partner email to conversion.
Intake Agent
Receives and understands partner leads from email, extracting customer details, product context, and loan requirements automatically.
Document Agent
Collects, classifies, validates, and organizes documents—identifying gaps and requesting missing files from partners automatically.
Credit Agent
Runs Quick CAM and evaluates eligibility, FOIR, LTV, income, banking analysis, deviations, and mitigants as documents arrive.
Decision Agent
Applies your go/no-go and escalation policies to determine whether to proceed, request documents, route for review, or reject.
Routing Agent
Assigns qualified leads to the right person based on product, geography, loan size, partner, branch, team, and workload.
Follow-Up Agent
Follows up with partners, internal teams, customers, and relationship managers until the next action is completed.
Intake Agent
Receives and understands partner leads from email, extracting customer details, product context, and loan requirements automatically.
Document Agent
Collects, classifies, validates, and organizes documents—identifying gaps and requesting missing files from partners automatically.
Credit Agent
Runs Quick CAM and evaluates eligibility, FOIR, LTV, income, banking analysis, deviations, and mitigants as documents arrive.
Decision Agent
Applies your go/no-go and escalation policies to determine whether to proceed, request documents, route for review, or reject.
Routing Agent
Assigns qualified leads to the right person based on product, geography, loan size, partner, branch, team, and workload.
Follow-Up Agent
Follows up with partners, internal teams, customers, and relationship managers until the next action is completed.
The Lead Doesn't Wait for Credit.
Once sufficient information is available, the agent triggers Quick CAM automatically—surfacing eligibility, policy deviations, risk flags, and a clear go/no-go recommendation.
Partner Lead: ABC Finance
LEAD #PL-92841
GST and ITR income verified — ₹8.4L/month eligible income
Cashflow stable but one cheque bounce in last 6 months
Partner notified — awaiting 2 documents before final CAM
FOIR at 44% — exceeds product benchmark, mitigant required
Make Your Partnership Policy Executable.
Configure exactly how the AI agent should handle every lead.
Turn partnership policy from a manual checklist into executable logic that drives every agent action—from document requests to routing and rejection.
IF Documents Complete AND FOIR Within Policy AND CIBIL Meets Threshold AND No Critical Risk Flags → GO
IF Missing Documents → REQUEST DOCUMENTS (Auto-notify partner)
IF Policy Deviation → SEND FOR CREDIT REVIEW (Route to credit team)
IF Critical Risk Flags OR Policy Breach Unmitigable → NO-GO (Notify partner with reason)
Your Partnership Model. Your AI Agent.
Every partnership has different requirements. Configure the agent to match how your institution actually works with partners.
Document Checklists
Define what each partner or product requires.
Communication Rules
Define when and how the agent communicates with partners.
Credit Policies
Define eligibility, thresholds, deviations, and mitigants.
Routing Rules
Determine who receives each qualified lead.
Follow-Up Cadence
Configure when the agent follows up and when it escalates.
Go / No-Go Logic
Decide when the agent proceeds, requests more information, routes to humans, or rejects.
Don't Just Process Leads. Convert Them.
Traditional CRM Records What Happened. CredStack Makes Things Happen.
From partner email to Quick CAM to customer conversion—CredStack's AI agent manages the entire journey while your team controls the policies and go/no-go logic.
“We'll create the lead in the CRM and someone from operations will get back to the partner.”
“Upload sent. Quick CAM is ready. RM assigned. Partner and customer notified.”
Everything Your Partnership Team Needs. One Intelligent Layer.
Your Partnership Team's AI Workforce.
Turn Partnership Data Into Intelligence.
Over time, every lead processed builds a partner intelligence layer—not just lead management, but insight into which partnerships drive the best outcomes.
Lead Quality
Track which partners send the most qualified leads—and which consistently submit incomplete applications.
Conversion Performance
See which partners generate the highest conversion from lead to funded loan.
TAT & Bottlenecks
Identify where leads get stuck—document collection, credit review, or customer engagement.
Product Fit by Partner
Understand which products perform best by partner, geography, and loan size.
Credit Quality
Track which partnerships generate better-performing loans over time.
AI That Works Within Your Controls.
Every action, communication, decision, and escalation remains visible and auditable—so automation never means losing control.
Explainable
Know why a lead was accepted, rejected, or escalated.
Auditable
Maintain the complete lead and decision history.
Human-controlled
Escalate cases whenever human judgment is required.
Secure
Deploy in cloud, private cloud, or on-premise environments.
More Leads Converted. Less Time Chasing Them.
Faster Lead Processing
Move from partner email to structured opportunity automatically.
Lower Partnership Operations Cost
Automate repetitive document collection, validation, and coordination.
Higher Conversion
Follow up continuously and reduce lead leakage.
Faster Credit Decisions
Trigger Quick CAM as soon as sufficient information is available.
Turn Every Partner Lead Into an Opportunity.
Deploy an AI agent that receives, qualifies, processes, decides, routes, follows up, and converts partnership-sourced leads—from partner email to Quick CAM to customer conversion.