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 talk track, 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, fillers, WPM, and your own scorecard to see exactly who's ready.
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 Gong or Chorus with Prepse, and the calls lenders fumbled become the simulations they need to run next.
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.
You don't need any integrations. Prepse runs self-contained today.
Optional integrations to your CRM, LMS, and conversation intelligence platforms are coming soon, but none are required to build, practice, or certify in Prepse.
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.