CASE STUDY
CLIENT: Fast Help Loans
PROJECT: AI-Powered Lead Intake & Document Automation
Fast Help Loans set out to build an AI-first borrower experience that would streamline deal flow, reduce manual work, and position their team for scalable growth. Future Foundations AI engineered a custom system that combined intelligent lead intake, AI-powered document generation, and automated lender coordination to create a seamless, end-to-end lending workflow.
Overview
Fast Help Loans approached Future Foundations AI with a clear vision: to create an AI-first lending workflow that could handle borrower intake, document generation, and lender communication with minimal human involvement. Their existing process was heavily manual—requiring back-and-forth emails, copy-pasting information between tools, and formatting documents by hand. They needed a smarter, faster, and more scalable way to manage loan requests and lender engagement.
Future Foundations AI designed and implemented a custom end-to-end solution that fully automates this process. The system begins with a dynamic lead intake form, where prospective borrowers submit key information about their loan needs. From there, AI is used to generate a personalized executive summary in real time—structured and formatted for lender review. Internal logic determines which lenders are the best fit based on predefined criteria, and the system automatically distributes the summary to those lenders via personalized emails.
AI-driven lead intake form for Commercial Acquisition Loans for Fast Help Loans
Each lender then receives a custom link to respond with proposed terms. Their responses are collected, structured, and formatted into branded term sheets, which are automatically delivered to the borrower for review. This eliminated the need for manual oversight, increased response times, and improved the overall borrower experience.
The result is a seamless, intelligent lending workflow—powered by AI, automation, and custom backend logic—built to scale with Fast Help Loans' growth. Future Foundations AI not only handled the system design and development but also guided strategic decisions around logic architecture, user experience, and communication flows.
Solution Strategy
Future Foundations AI built a no-code automation system that transforms a complex, manual intake process into a streamlined digital workflow:
Smart Intake Form
Prospective borrowers fill out a dynamic form that captures key data about their loan request.AI-Powered Executive Summary Generation
As soon as a borrower submits the form, AI generates a custom-formatted executive summary that clearly outlines the borrower’s request, including financial details, asset info, and borrower background.Lender Routing Logic
The system applies internal logic to determine which lenders are a potential fit for the request, and automatically emails the executive summary to them.Lender Response Collection & Term Sheet Drafting
Each lender receives a personalized link to submit terms. The system automatically compiles their response into a professionally formatted term sheet, which is then delivered to the borrower.
Results
The new system dramatically streamlined Fast Help Loans' intake and lender coordination process. Turnaround time from initial inquiry to lender response was reduced by over 80%, eliminating the need for manual follow-up, document formatting, or email coordination. Lenders responded faster and with greater consistency, and borrowers received professional, AI-generated term sheets in record time. The automated workflow also created full visibility across all parties, reduced human error, and freed up internal team members to focus on higher-value tasks.