Book a demo
See Ezi on one of your own deals.
Thirty minutes on a video call with someone from our team. Bring a deal you have already written, and judge Ezi on work you know.
Booking
Pick a time.
Choose a 30-minute slot that suits you. Add anything you want covered in the booking notes, and we will come to the call ready.
Booking opens on Calendly, a US-based scheduling provider that sets its own cookies there. We use your contact details and booking notes to arrange and follow up on your enquiry; appointment details also go to our Google Calendar. Please do not include customer financial information in booking notes. You can arrange a call by emailing contact@ezbroker.ai instead. See the privacy policy and cookie notice.
On the call
What the 30 minutes covers.
A working session on a deal you have already written.
- A real deal in the Broker Workspace
Bring a deal you know. Describe it in plain English, answer what Ezi asks, and see the quote built line by line.
- The lender panel
Which lenders fit the deal and why each of the others is left out, from the rate cards, product guides and credit policies Ezi has read.
- Setting Ezi up for a brokerage
Where your lender documents come from, how your brokerage sets its own rules for Ezi, and what we would need from your team.
Preparation
Before the call.
Who it suits
- Asset finance brokers
- You write car, equipment, truck or business loans and want to see Ezi on a deal of your own.
- Brokerage principals
- You are weighing up what Ezi would mean for your team, your panel and your brand.
- Industry partners
- You want to bring Ezi to your own industry and would like to talk it through.
What to have ready
- A recent deal
- The asset, the client, the numbers you quoted and the lender you placed it with.
- The lenders you use
- The handful you write most of your business through.
- How you quote today
- The spreadsheet, calculator or lender portals you work from now.
You can also write first: email us at contact@ezbroker.ai.