Fact finds and needs analysis
Help lenders gather income, expenditure, needs, and changing circumstances before they recommend on a live call.
Build curricula from your fact-find, lender panel, criteria quirks, product rules, client personas, scorecards, and real objections, then connect what lenders learn to the full borrower lifecycle.
Help lenders gather income, expenditure, needs, and changing circumstances before they recommend on a live call.
Prepare lenders to explain rates, fees, stress tests, and affordability when borrowers compare offers, question the payment, or consider going direct.
Build judgement for changing circumstances, vulnerable clients, and suitability across transfers, remortgages, and difficult approvals.
"My team practices in Prepse before signing off, so they aren't explaining rates and conditions on a live file for the first time."
Prepse carries approved criteria and process from the first Guide through a narrated Walkthrough and Quiz, then into an AI roleplay that can sit inside the curriculum or run on its own. Lenders practice before the real call, where there is no rewind button.
Use Guides for focused reading, narrated Walkthroughs for sectioned presentations, and Quizzes to check panel, criteria, and product-rule knowledge.
Lenders work through realistic client personas and objections, then get scored feedback against your fact-find and scorecards.
Combine required-step progress, Quiz scores, and AI roleplay results for disclosures, vulnerable clients, and suitability.
Give lenders one place to learn the criteria, test their understanding, practice the hard calls, and prove they can put it all to work.
Set quiz pass marks and choose the clients lenders must handle in roleplay. Award the badge only after every required step is met.
Turn panel criteria, product rules, and approved scripts into readable Guides. Break each lesson into clear sections and place it where it belongs in the curriculum.
Choose one
Ask single-answer, multiple-answer, or true-or-false questions. Set the pass mark, attempt limit, and explanation for each answer.
See curriculum progress, Quiz scores, and AI roleplay results together. Compare readiness by lender, team, region, or network before the next live call.
Track every lender and required step. See who finished, who is still working, and where someone stalled before the next team review.
Give lenders realistic clients, objections, and scorecards built from your own calls. Use roleplays inside a curriculum or as one-off practice.
Bring your fact-find, lender panel, criteria quirks, product rules, an approved script, or a difficult call. Prepse drafts the learning path.
Sequence Guides, narrated Walkthroughs, Quizzes, and AI roleplays. Mark required steps and make useful extras optional.
Publish panel, criteria, and product-rule updates consistently, then assign the path by network, region, team, or lender.
Track reading and Walkthrough progress, Quiz scores, and AI roleplay results.
Turn a Guide into flashcards, slides, audio, or a question-and-answer chat.
Bring in approved material and call moments from Gong or Fireflies, or upload a recording.
Broker networks and lending teams use Prepse to roll out approved learning across the borrower lifecycle, then combine progress, Quiz scores, and AI roleplay results before lenders handle live calls.
You know what good looks like. Prepse tracks required learning, Quiz scores, and AI roleplay results, so you can see who needs more help.
Real calls don't have a rewind button. Prepse lets you restart practice until the hard moments feel manageable.
Prepse is the AI-powered learning management system for lending teams. It turns your fact-find, lender panel, criteria guidance, product rules, and real client calls into guided curricula with reading Guides, narrated Walkthroughs, Quizzes, and AI roleplays.
Lenders learn the material, practice applying it, and earn completion only after meeting the criteria you set.
Use Prepse for trainee onboarding and CAS preparation, panel and criteria updates, product training, fact finds, rate and affordability conversations, changing circumstances, product transfers, remortgages, protection, servicing, and difficult client calls.
Create the curriculum once, then let each lender learn the material and practice the calls that matter.
It depends on the amount of material and the size of the curriculum. Tell Prepse who it is for, what lenders need to learn, which criteria and scripts to use, and what counts as complete. Prepse drafts the Guides, narrated Walkthroughs, Quizzes, and AI roleplays for you to review.
Measure more than attendance. Prepse shows curriculum progress, quiz scores, roleplay results, and the exact requirement where a lender stalled.
Compare readiness by lender, team, region, or network before the next live call.
Yes. Build learning and practice for fact finds and applications, rates and affordability, changing circumstances, difficult approvals, product transfers, remortgages, renewals, servicing, and support.
Add application details, prior calls, and borrower history when an AI client needs more context.
Yes. Assign a curriculum to individuals, teams, or the whole workspace, then track every lender against the same requirements.
No. Prepse works on its own.
Its MCP server also connects Prepse with Claude, ChatGPT, and the tools where your criteria, scripts, and call moments already live.
Yes. Bring in a call from Gong or Fireflies, or upload a recording. Prepse turns the people, borrower questions, and difficult moments into focused learning and practice for your team.
Instead of only reviewing what happened, lenders can learn from the moment and rehearse it before the next live call.
No. Roleplay is one part of Prepse. A guided curriculum can combine reading, narrated Walkthroughs, Quizzes, and scored practice.
An AI roleplay can be a required step with its own completion criteria or a one-off practice call.
Your data stays yours. Prepse encrypts data when it is sent and stored, keeps each customer workspace separate, limits access by role, and never uses your content to train shared AI models. Read our Privacy Policy for more details.
Bring a panel update, criteria quirk, product rule, approved script, or difficult borrower call. We will show you how Prepse turns it into an ordered learning path during the demo.