AI for Lending Teams

Speed builds trust. Clarity closes deals.

Every conversation counts in lending. Posh equips your team with AI that guides borrowers clearly, coaches staff in real time, and accelerates every step of the lending funnel, without adding risk or headcount.
Trusted by 100+ 
financial Institutions
Trusted by 100+ 
financial Institutions

Accelerate Loan Growth Without Growing Headcount

AI-Powered Product Coaching
Help new loan officers ramp faster with simulation-based training.
Instant Answers to Rates & Policies
Reduce errors with real-time, governed knowledge.
Borrower Guidance at Every Step
Digital assistants help users discover the right product and complete their application journey.

AI That Supports Every Step of the Lending Journey

Posh transforms your lending operation with AI that works across every touchpoint, from borrower discovery to staff coaching to deal closure.
LENDING CHALLENGES
WHAT POSH DOES
New Staff Ramp Time
The Training Simulator simulates real loan conversations, teaches compliance, and product fit.
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Misquoted Rates or Policies
Knowledge Assistant surfaces complex rules and accurate answers across all depts.
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Application Abandonment
Digital Assistant guides product discovery and explains next steps
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Scale performance,
not just headcount.

Deployed in branches, contact centers, and back offices across 100+ financial institutions.

Faster Staff Ramp

Lending teams get productive in weeks, not months.

Faster Staff Ramp

Lending teams get productive in weeks, not months.

Better Consistency Across Teams

Every rep, every branch, every channel, same accurate, compliant answers.

Better Consistency Across Teams

Every rep, every branch, every channel, same accurate, compliant answers.

More Revenue Per Rep

Equip every loan officer to close more without extra support.

More Revenue Per Rep

Equip every loan officer to close more without extra support.

Where Speed Meets Revenue

Your lending funnel is where revenue either accelerates or stalls. Posh streamlines everything: guiding borrowers clearly, providing staff with instant policy answers, and helping new team members ramp up quickly. Fewer drop-offs. Fewer mistakes. More loans closed.

Funnel Friction

97% of online banking applications are abandoned before completion, often due to complex or unclear processes.

Funnel Friction

97% of online banking applications are abandoned before completion, often due to complex or unclear processes.

Smart Acceleration

AI that coaches staff instantly, guides borrowers smoothly, and turns every touchpoint into revenue opportunity.

Smart Acceleration

AI that coaches staff instantly, guides borrowers smoothly, and turns every touchpoint into revenue opportunity.

Training Lag

New hires can take up to 20 weeks to reach full productivity, impacting team efficiency and revenue.

Training Lag

New hires can take up to 20 weeks to reach full productivity, impacting team efficiency and revenue.

Competitive Pressure

Almost 65% of borrowers expect real-time answers during the application process.

Competitive Pressure

Almost 65% of borrowers expect real-time answers during the application process.

Trusted by Banking Leaders

“Accessing technology in this space that doesn’t require a programmer to effectively use it and serve members is huge. We can shift so rapidly. If we send out a communication, five minutes later our assistant can answer questions about it. We don’t need to put in an IT ticket, we can quickly and easily put in the information ourselves.”
Steve Goodwine, Assistant Vice President of the Contact Center at Hudson Valley Credit Union
“We love the concept of being able to do something a little bit faster, a little bit more efficiently, and bring the human component in when it becomes complex or unique. It plays directly into the self-help philosophy we established years ago — giving people tools to solve problems themselves.”
Dawn Derwin, Executive Vice President and Chief Retail Delivery Officer at Ion Bank

Join the Leaders in Customer Experience Innovation

From community banks to major credit unions, forward-thinking financial institutions are choosing Posh to deliver exceptional customer experiences at scale.

Community Banks

Competing with national banks on experience

Community Banks

Competing with national banks on experience

Credit Unions

Deepen member relationships and trust

Credit Unions

Deepen member relationships and trust

Regional Banks

Scaling personalized service

Regional Banks

Scaling personalized service