Fact finds and needs analysis
Help lenders work through income, expenditure and circumstances before they recommend on a live call.
Prepse is a flight simulator for lenders, built from your fact-find, client personas, scorecards and objections.
Help lenders work through income, expenditure and circumstances before they recommend on a live call.
Practice explaining rates, fees and stress tests when clients are comparing offers or unsure they can afford the case.
Prepare lenders for changing-circumstance conversations where pace, empathy and disclosure requirements all apply.
"My team practices in Prepse before signing off, so they aren't explaining rates and conditions on a live file for the first time."
Get practice done before the supervised sign-off conversation, with scoring and certification at scale.
Lenders rehearse against personas from your fact-find and get feedback when a simulation ends.
Roll out panel changes, criteria updates and objection handling to every lender the same day you publish.
Set the bar on disclosures, vulnerable clients and suitability, then track who has passed before they dial.
Realistic client personas with real voices, real objections, and real attitudes, all tuned to your market.
Auto-generated custom lesson plans for any new industry, product, or pitch, with quizzes baked into every lesson.
Score every simulation against your team's competency framework, with gaps coached in plain English.
Compare lenders, teams, and regions on talk ratio, monologue length, filler words, and words per minute, all against your own scorecard.
Certifications auto-assign when lenders clear the bar and auto-expire on the cadence you set, all tracked in one view.
Define the response to rate pushback,
going direct, and changing circumstances,
so every lender handles it the same way.
Tell Prepse the gaps you want closed and a custom curriculum builds itself, simulation by simulation.
Add your lender panel, criteria quirks and product rules, so every client persona pushes back the way your real clients do.
Clients end calls early, change their minds, and push back harder every time, so lenders can't memorize their way out.
Lock down sensitive tracks or open practice to the whole team by granting permissions on a project-by-project basis.
Lenders send any simulation or session to their manager for performance reviews, with permissioned, expirable links.
Connect any MCP client. Build personas, scorecards, and check certifications from your agent.
Brokerages and lending teams use Prepse to certify lenders before they handle live client calls.
You know what good looks like. Prepse scores every simulation and shows you who's ready.
Real calls don't have a rewind button. Prepse lets you restart until the hard moments feel manageable.
Prepse is the flight simulator for your lenders. They practice against AI clients built from your fact-find and panel, and get plain-English feedback the moment a simulation ends, so they walk into real calls well-prepared.
Use Prepse across your lenders. Trainees prepare for sign-off faster, and the whole team certifies on every panel change, criteria update and new product launch.
Managers drive consistency and coach the moments that move cases.
Initial setup takes ~10 minutes, and you can start practicing immediately.
Describe what your lenders need to handle in a chat, and Prepse generates the personas, scorecards, and lesson plans on the spot. Review, publish, and start running simulations.
Prepse delivers results in 30 days, not a quarter. It tracks time-to-first-closed-won, certification pass rates and ramp time from day one, without extra instrumentation or integrations.
Yes, Prepse works whether you're 5 lenders or 500.
Individuals can sign up for an account and get up to 10 FREE simulations, no credit card required. Free individual accounts do not include team access. Teams of 5+ often see the biggest impact because coaching and habits compound across the organization.
As long as a normal conversation would. A fact find runs a few minutes, a rate conversation fifteen, a vulnerable client call can run thirty. Lenders run simulations end-to-end or can regroup and retry again later.
No integrations are required. Prepse runs fully self-contained.
But Prepse now ships a launched MCP server that connects across your entire stack, pushing and pulling data with call recorders (Gong, Fathom, Fireflies), CRMs (Salesforce, HubSpot, Zoho), and LMS and sales-content tools (Highspot, Allego). It works right inside Claude, ChatGPT, and other MCP clients, so enablement happens where your team already works.
Yes. Prepse turns real customer calls into practice, not just generic scripts.
Pull real call snippets from your call recorders (Gong, Fathom, Fireflies) via the Prepse MCP server, or upload your own recordings, and Prepse builds personas, objections, and scenarios that mirror your real calls. Post-call tools analyze conversations after they happen; Prepse lets loan officers re-run those same moments before the next live call.
No. Prepse supports the full borrower lifecycle, not just the first application call.
Add extra conversation context, like application details, prior calls, and borrower history, and the AI buyer holds longer, more complex conversations. That covers rate and pricing conversations, refinances and renewals, difficult approvals and objections, and servicing and support teams, not only new originations.
No. Roleplay is one part of Prepse, not the whole story.
Prepse is an AI-native learning management system for lending and sales teams. You build the curriculum from your playbook, loan officers rehearse through high-volume live roleplays against AI borrowers, every session is scored against your rubric, and loan officers certify on what they can actually do on a call. It connects to your stack and coaches from real calls too. The old LMS was built to log who finished a course. Prepse is built to prove who can hold the client call, and that is where training is headed.
Your data stays yours. Prepse encrypts data in transit and at rest, isolates workspaces per customer, enforces role-based access, and never uses your content to train shared models.
We're no stranger to compliance so our practices are designed to align with both SOC 2 and ISO 27001. Full details in our Privacy Policy.
Book a 30-minute demo and we'll show you how easy it is to turn your lender call playbook into hyper-realistic simulations, live on the call.