Textivo.
Industries · Loan brokers & MCA

Fund more deals with AI texting.

AI texts every business lead you have, qualifies them, and books the call. Your closer gets on the phone and funds the deal.

01

Business leads

Lists, applications, old files.

02

AI texts & qualifies

Amount, revenue, time in business. Every reply.

03

Calls

Booked on your closers' calendars.

04

Funded

Docs in → approved → funded, on one board.

One system

Six tools to fund more deals with AI texting.

1

Generate more leads.

Upload a business list. AI texts every owner and tells you who needs capital.

Business list7,214 owners
AI
Wants funding64 this week
2

Convert applications to calls.

An owner starts your application. AI texts them in seconds, qualifies them, books the call with your closer.

New leadform · ad · call-in
AI
Texted in 4squalified, booked
3

Renew every merchant at 50% paid down.

Export every merchant at 50% paid down. AI texts the list, confirms the numbers, books the renewal call.

Eligible to renew184 merchants
AI
Renewal calls71 booked
4

Turn dead leads into live opportunities.

Declined, expired, went dark before docs. AI texts them again and finds who's ready now.

Old files4,860 · last year
AI
Back in play312 replied
5

Book calls with your closers.

AI offers open slots from your closers' calendars and books the one they pick. No-show, it rebooks.

Qualified owneramount · revenue · TIB
AI
CallTue 11:00 · Sam
6

Renew your book.

One text to funded clients at 50% paid down: renewal offer, more capital. Replies land in your inbox.

Renewal offer50% paid down
640 funded clients27 replies
Setup

Tell it what you sell. It builds the rest.

Answer a few questions about your offer. The AI writes the messages and the follow-ups in your voice, sets up the agent with your 3 qualifying questions, and connects your calendar. Edit anything.

Messages
3 TOUCHES · 3 DAYS✦ written by AI
DAY 1 · HOOK
Hey Rosa, it's James with [company].
DAY 1 · PITCH
Are you still interested in [offer]?
DAY 3 · FOLLOW-UP
Still open to it, Rosa?
AI agent
James · AI agent
● Answers every reply
Find interestQualifyBook
Qualifies on budget · timeline · reason. Books on Daniela's calendar.
Close

From reply to funded.

Every owner who wants capital lands on one board. The AI fills the first three stages. Your closers work the rest.

CRM · Deals
LEADCLOSE
›
Reply92
Rosa's Cantina
Nguyen Trucking
Carter Dental
›
Interested64
Patel Auto Body
Lopez Landscaping
Kim Nails & Spa
›
Docs in28
Rosa's Cantina3 mo. statements
Nguyen Trucking6 mo. statements
›
Approved17
Patel Auto Body$120k · 12 mo
Lopez Landscaping$45k · 9 mo
›
Funded9
Kim Nails & Spa$60k
Carter Dental$85k
Renewed4
Brown Logistics✓ Won
Diaz Bakery✓ Won
From the AIYour closers

Click text. The whole thread is there.

Amount, revenue, time in business. You pick up where the AI left off.

Pipeline
Qualified15
Tate's Creations
Kovalchuk Constr.
Tate's CreationsQualified
Hey Tate, it's James with [company].
hey what's up
Are you still interested in [offer]?
yeah, depends on price
What's your budget per month?
2 to 4k
AI agent · qualified 3 of 3
Tate, James here. Got a slot Thu 2pm?
Type a messageSend

Click call. From the number they know.

Recorded, transcribed, logged on the lead. Wrap-up moves the stage.

Pipeline
Booked11
Pattersons Home
Affinity Contracting
Connected
Pattersons Home
Calling from the number they texted with
02:41
MuteHoldTransferEnd
After the call: recording · transcript · wrap-up → Follow up
Power dialer

Pick the stages. Call them all.

Select a group of stages and the dialer works through every lead in them, one after the other. Less dialing, more conversations.

Power dialer
CALL THESE STAGES
Reply48
Interested41
Qualified15
Booked11
Follow up6
▶ Dial 104 leads
Calling 23 of 104Connected
Spokane Blinds
Interested · replied Oct 12
01:12
Austin AllenConnected · 3:40
Paul CafoneVoicemail
Tate's CreationsConnected · 5:02
Kovalchuk Constr.Next
InterestedCallbackNot nowSkip
Dialed
23
Connected
9
Time
38 min
The merchant

Business, numbers, call. One card.

Business and owner, the 3 answers the AI collected, the call slot. Call, text or email from here.

Merchant
Rosa's CantinaCall booked
Rosa M. · owner · (813) ••• 0190 · Tampa, FL
QUALIFIERS
Amount✓ $75–100k
Monthly revenue✓ ~$68k
Time in business✓ 6 years
APPOINTMENT
Tue, Oct 21 · 11:00 AM
15 min call · Sam · reminders sent
CallTextEmail
Merchant · Activity
12 SMS messages · AI agent · Oct 6–9Open thread →
Call · 7:10Sam · Oct 10
6:12
● RecordedTranscript
AI SUMMARY
Opening a second location in January. Needs $80k for build-out. One existing advance, 70% paid down. Statements coming today.
Next: Docs in by Wed.
Call · 12 min · OfferSam · Oct 21
● RecordedTranscriptPhone
AI SUMMARY
Approved $85k, 12 months, 1.28 factor. Wants weekly instead of daily. Checking with partner.
Next: Follow up Thursday.
The log

Every call, summarized by AI.

Texts and calls on one timeline. Outcome and next step on the file, pulled from the recording.

A calendar that fills itself.

Every booking lands on the right calendar. Here's how it gets there, and what comes back.

Calendar · Oct 12 – 16
DanielaGuyBusy · Google
Mon12
Tue13
Wed14
Thu15
Fri16
9am
Alfa Pro Services
Garage Door Man
All Island Renov.
Xtreme Magic
Jamie L.
Mark Dawson
Diego de Leon
Premier Project
Barelli Windows
ACT Construction
Jamie Judson
Johnny O Mech.
Fry Heating
Blue Star Hvac
Rustic Park City
GryphonDoor
Burton constr.
Busy
LUX Home Design
Truth Cooling
Busy · Google
A1 Home Impr.
New Braunfels
Martin and…
Vance Ho…
Russell Group
OV Realty
Busy
9th Island
Mars Home
Busy · Google
Diana Art Constr.
MIA Glazing
Made In
Walk-In Tub
Clark and Sons
Omnimax
Juan Llam…
A s Stone
Rod Quality
Busy · Google
Josh and Josh
Fuerte Con…
Lind Const.
Christopher Riley
Draxen Co…
Columbus Granite
A1 Home I…
Starzzman Ent.
Allegiance Roofing
1 · AI books

Booked without leaving the conversation.

The AI offers times from your calendar and locks the one they pick. Invite and link go out automatically.

Conversation · Rosa M.
AI AGENTAre you still interested in [offer]?
yeah, depends on price
AI AGENTLet's go over it quick. Which works?
Tue 11:00 AMWed 2:00 PM
Tue works
BOOKED✓ Locked in. Tue, Oct 14 · 11:00 AM with Daniela. Zoom link sent.
Pattersons Home · Demo
Tue, Oct 14 · 11:00 – 11:30 AM · Daniela
Zoom
2 · Reminders

Reminders that get them to show.

Confirmation on booking, SMS and email before the meeting. They confirm by text.

Appointment · Pattersons Home · Thu 10:30 AM
On booking
Confirmation + Zoom link
SMSEmail
24h before
Reminder
SMSEmail
1h before
Reminder
SMS
Prospect replied
yes, see you then
Status✓ Confirmed
3 · Your times

Synced to your calendar.

Google or Outlook. Busy slots never get offered. Round robin across the team.

Availability · Daniela
Tue, Oct 14
Google CalendarOutlook
9101112123
Team standup · Google
Open to book
Pattersons Home · booked by AI
Lunch · Google
Client call · Outlook
Open to book
Offered to prospectsBusy · from your calendarBooked
Round robinDaniela → Guy → Daniela
4 · After the meeting

Recorded. Summarized by AI.

Who showed, the outcome and the next step. Pulled from the recording, saved on the lead.

Appointment
Pattersons HomeShowed
Thu, Oct 15 · 10:30 AM · Host: Daniela · Zoom
ATTENDANCE · auto from Zoom
Lead joined10:29 · on time
Host joined10:30 · on time
Talk time25 min
AI SUMMARYfrom the recording
OUTCOME
Follow-up
SUMMARY
Wants ~20 leads/month to start, Tampa only. Interested, will discuss internally before deciding.
NEXT
Daniela to follow up Tue or Wed before noon.
Watch recordingMeeting notesSaved on the lead

When owners go quiet.

A missed call or a no-show doesn't lose the file. The AI puts a new time on the calendar.

Reschedule

“Can’t make it” → AI frees the slot, offers new times, rebooks.

Tue 2:00movedAIThu 11:00✓
Calendar updated · rep notified · reminders reset
No-show rebook

Nobody joined → AI texts them, offers new times, rebooks.

Tue 2:00no-showAIWed 10:00✓
Calendar updated · rep notified · reminders reset
Unified inbox

Every merchant reply, one inbox. Take back any conversation.

Texts, emails and missed calls from every list and every source land in one place. The AI handles them. When you want in, hit Take back.

Inbox
ALL449
#
Allegiance Roofing
Re: Reschedule request
20m
#
Omega Glass
Missed call
22h
#
Spokane Blinds
Tue works for me
1d
#
Tate's Creations
2 to 4k
1d
#
Lion Guard
New Zoom link
1d
Allegiance Roofing
Rosa M. · Booked · Roofing campaign
Take back
AI AGENTAre you still interested in [offer]?
Depends on cost
AI AGENTGot it. How many leads a month can you handle?
10–15 probably. Can we move the call to Friday?
You took over · AI paused
Sure Rosa, Friday 10am works. Sending the new link now.
Type a messageSend
Optimize

Know which message gets the docs.

Every hook is measured on the same list. Reply rate, interested, docs in. Keep the winner, drop the rest — per industry.

Campaign · Message performance

Hook

Reply %Booked
A
13.4%7
B
9.8%4

Pitch

InterestedBooked
A
268
B
153

Hook A + Pitch A booked 2.6× more. Switch the campaign to A/A.

Campaign · Spend and cost per lead
Sent
3,433
Replied
412
Interested
41
Qualified
15
Booked
11
Spend$641.96

$15.66

per interested

$42.80

per qualified

$58.36

per booked

Control

Know what every funding cost.

Spend by SMS, AI and data, per campaign. Cost per interested, per docs in, per funded deal.

More leads. More fundings.

Upload your first list this week. The AI is booking calls inside the trial.