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Gather initial inquiry details, connect the right specialist, and arrange consultations with agents that follow your approved information and handoff rules.
Zunas for Financial Services
Step into your customer’s shoes.
An inquiry reaches the right specialist.
Voice demo preview. Live connection coming next.
Incoming calls, new inquiries, and older lead lists all need attention. Your reps shouldn’t have to chase every response before finding someone ready to talk.
“I’m looking for funding for my business. Can someone explain the options?”
New and older contacts, with interest and timing still to understand.
Answer incoming calls or give Zunas an uploaded list and a goal. Agents ask your qualification questions and use your approved business information to answer initial questions.
Ready leads can reach an available rep through a warm transfer. Those who need another time can book an appointment or request a callback.
Rep reviews the request and discusses available options. No approval or terms implied.
Qualification, nurture, and handoff agents share the lead’s history. They work toward an appointment or live conversation while your reps focus on the opportunity.
Answer an inbound call or reach out to a listed lead. Gather the details your funding, debt, or MCA team needs using your own criteria.
Call, text, or email according to your rules. Remember questions, timing, and callback requests instead of restarting the conversation.
Arrange an appointment or warm-transfer to an available rep. Pass along the qualification details so the next conversation starts prepared.
Your team handles terms, eligibility decisions, advice, and closing. Zunas handles qualification and follow-through.
Set the questions and routing for funding, debt, or MCA inquiries, including when a lead needs a specialist.
Provide approved business knowledge and leads. We confirm call handling, CRM access, calendars, and transfer connections.
Review qualification, nurture, callback timing, and handoffs before launch. Track booked appointments and qualified transfers.
Let’s map your calls, lead lists, and qualification-to-handoff process.
Book setup callYes. Agents answer using your approved business information, gather initial details, and qualify against your criteria before arranging an appointment or connecting an available rep.
Yes. Upload new or older lead contacts and define the goal. Agents use the information and conversation history available to reach out, qualify interest, and follow up toward an appointment or warm transfer.
You provide the questions, criteria, and routing rules for each service. Agents gather those details and identify the next conversation. Your team makes eligibility, underwriting, funding, and debt-service decisions.
We configure that around the lead’s readiness, your qualification rules, and rep availability. When a live handoff is appropriate, the agent can connect the rep with the available context. Otherwise, it can offer an appointment or honor a callback request.
A nurture agent can continue through calls, texts, and emails according to your timing and contact rules. It remembers the conversation, respects requested callbacks, and stops for opt-outs or a clear no.
Agents use only your approved information and hand off decisions and questions that require a rep. They don’t decide eligibility or invent rates, terms, debt outcomes, or approval promises.
We review your tools during setup and confirm the supported connections, information access, scheduling actions, and transfer workflow before launch.