Financing Follow-Up
Tracks every patient-financing applicant across CareCredit and Airpay, chases incomplete and pending applications with consent-aware email and SMS nudges, notifies sales the moment someone is approved, and keeps CRM lead status in sync.
About this AI employee
Stop letting approved financing walk out the door.
Every patient who starts a CareCredit or Airpay application is telling you they want the treatment — but half-finished forms, applications stuck in lender review, and approvals nobody acted on quietly bleed away the revenue. This worker lives in that gap and closes it.
It tracks every applicant through a clear funnel — started, incomplete, pending, approved — and chases the stalled ones on a humane, configurable cadence: a warm reminder that names exactly what's missing, never a collections call. The instant an application is approved, sales gets a hot handoff with the authorized amount and terms, and your CRM status updates in the same breath.
It is rigid about consent and financial privacy: no message without opt-in, instant honoring of STOP, no dollar amounts or credit outcomes over text, and a hard ceiling on how many times anyone gets chased. Persistent where it pays off, silent the moment it shouldn't be.
Connects to: CareCredit · Airpay · Gmail · SMS · HubSpot/Pipedrive/Salesforce
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.