AVANA IQ · Beta Program

Every inbound deal read, qualified, and ranked before your day starts.

AVANA IQ is an AI co-pilot built and tested inside AVANA's own commercial real estate lending pipeline. It reads every inbound email, checks it against your credit policy, and tells you exactly what to work on next. You decide. AVANA IQ does the reading.

Apply for the Beta

Limited seats for credit union and community bank BDOs, and independent brokers.

Michael ReyesHotel acquisition · Atlanta, GA · $2.0M

New Opportunity

Sandra OkaforDeal follow-up · updated figures

Follow-up

Trevor LinIntro · referred by Dana P.

New Opportunity

no-reply@docusign.comDocument signature completed

Filtered

The Problem

Looking at our own pipeline, just 5 in every 100 inbound emails are genuine deals

Your volume may differ. The pattern doesn’t.

Finding the signal is not the hard part. Qualifying it, consistently, is.

~5%

of inbound email is real deal activity (about 200 of 4,000 a week in AVANA’s pipeline)

Volume that defeats manual triage

At AVANA’s volume, reading at full speed still costs 2–3 hours a day just to find the real deals.

200+

policy rules across 100+ pages (AVANA’s credit policy)

Qualification that defeats memory

No originator carries 200+ rules in working memory. Deals get misjudged, or qualification gets skipped under time pressure. AVANA IQ applies your policy, not ours.

5–10

emails per deal, to a soft quote

Threads that defeat follow-through

Most submissions come in incomplete. Tracking what is still missing competes with everything else on your desk.

At AVANA’s volume, missing even 5% of that real deal activity means about 10 live threads slipping through every week. The ratio scales with your inbox, and so does the cost.

The AVANA IQ Difference

An AI co-pilot that screens your inbox, qualifies deals against all 200 rules, and surfaces the opportunities that matter.

AVANA IQ is built on your own credit policy. Every suggestion is human-approved before it reaches a borrower or the CRM.

Classifies and qualifies

Every email is classified into a bucket and checked against submission completeness and policy compliance. Unrelated messages are suppressed automatically.

Suggests, never decides

AVANA IQ recommends the next best action and drafts the response. You review, then send. Nothing reaches a borrower without your approval.

Logs automatically

Every qualified deal is registered in HubSpot the moment you confirm it, whether or not you have a spare minute to enter it yourself.

Learns your nuances

Every correction and override feeds back in, so AVANA IQ captures the practical, deal-by-deal judgment that the written policy does not spell out.

How It Works

From inbox to ranked pipeline, in three steps.

AVANA IQ reads the inbox

Every inbound email is classified and scored against your credit policy before you open it, with a fit score and the reasons behind it.

You confirm the call

Issue a soft quote, request the missing documents, or disqualify, all in one click. AVANA IQ drafts it. You send it.

Your day starts ranked

A daily digest surfaces every active deal by urgency, with the next best action already identified, so nothing slips because of a full inbox.

Before and After

The originator closes. AVANA IQ does the reading.

200+ rules applied consistently, on every email, every time. AVANA IQ never sends or registers anything on its own.

	Before	After AVANA IQ
Daily triage time (at AVANA’s volume)	2–3 hours a day	About 20 minutes reviewing the digest
Qualification coverage	Limited by memory vs. 200+ rules	All 200+ rules applied to every email
Missed deals	Unknown, buried in noise	Every email accounted for in your daily digest
Response speed	Whenever the inbox allows	Minutes for critical deals
CRM completeness	Patchy, filled in retrospect	Logged on your confirmation, every time

Beta Application

Apply to beta test AVANA IQ

AVANA Fintech is accepting a limited number of beta partners: business development officers at credit unions and community banks, and independent brokers. Tell us a bit about your work and we will follow up to get you set up.

Your information is secure and will never be shared. AVANA Fintech will follow up as beta partners are onboarded.