Is this compliant with lending regulations?

Every system we set up logs AI actions for audit trails, and the systems stay out of underwriting decisions — AI extracts and recommends, humans decide. For regulated environments, we design the data flow with your compliance counsel.

Do you replace our LOS?

No. We integrate with your existing LOS — Encompass, Calyx, Byte, custom. The AI layer adds intake, extraction, and automation on top of what you already run.

How much does this cost for a lending business?

Three flat monthly tiers, all month-to-month: $800 Foundation — one flagship workflow done for you, usually borrower intake or document extraction; $1,500 Growth — add pipeline follow-up and CRM upkeep, with monthly optimization and reporting; $3,000 Fractional AI Ops — the full intake-to-servicing program, with a private AI setup so borrower data stays in your environment. Exact scope is quoted in writing. Start with a free consult; the fixed-fee AI Audit credits toward your first month if you continue.

Do you work with non-QM, DSCR, or hard money?

Yes — non-QM, DSCR, fix-and-flip, bridge, and hard money are areas we know firsthand. Francisco runs private lending and loan servicing businesses in these categories, so we understand the document flow and the requirements.

What about TRID, RESPA, and fair lending?

Our systems don't make underwriting decisions or set prices — they extract data, prequalify against your stated criteria, and route. Fair-lending compliance remains your team's responsibility; our audit logs support their work.

What data-security measures do you use?

Borrower PII is handled on a need-to-touch basis, and for sensitive workloads we set up the private path — AI running in your own environment, so data never leaves it. We coordinate with your infosec or compliance requirements as needed.

Do I have to commit to a long contract?

No. Everything is month-to-month, and audits and workshops are one-off fixed fees. Lending is cyclical — your AI spend should be able to flex with it.

What does Global Innovation Group do?

Global Innovation Group helps small business owners learn and apply AI. That means three things: plain-English training and workshops on today's AI tools, hands-on builds — automations, CRM cleanup, document workflows — wired into your business, and playbooks so you own and run what we set up. It's affordable, month-to-month help from operators who run AI inside their own businesses.

Small business owners and their teams — real estate brokerages and small teams, local gyms and studios, independent lenders, clinics and small practices, solo attorneys and small firms, and small shops and online brands. You don't need a technical team, prior AI experience, or an enterprise budget. If you run a business and suspect AI could take work off your plate, this is for you.

How much does it cost?

Three flat monthly tiers, all month-to-month: Foundation at $800/month — one flagship workflow done for you, typically an AI receptionist with missed-call text-back and automated lead follow-up; Growth at $1,500/month — two to three workflows working together, with monthly optimization and a results report; and Fractional AI Ops at $3,000/month — a full program with vertical depth, a private AI setup where your data warrants it, and a dedicated manager. Every engagement starts with a free consult, exact scope is quoted in writing, and one-off projects and workshops are available outside the tiers. For comparison, a professional answering service alone runs $800–$2,100 a month — and a single full-time hire costs several times the top tier.

Book a free AI consult. It's a real working conversation, not a sales pitch: we walk through your business, point out where AI is most likely to pay off, and tell you honestly whether it's worth spending money on yet. You'll leave with useful direction even if we never work together.

What is the AI Audit?

The AI Audit is a fixed-scope, low flat-fee diagnostic of your business — the deeper look after a free consult. We walk your workflows and map where the hours and dollars are leaking, then give you a ranked list of your highest-payoff automations, tool recommendations that fit your budget, and an honest verdict on where AI does and doesn't pay off for you. If you continue to a monthly plan, the audit fee credits toward your first month.

Is there a minimum commitment?

No. Monthly plans are month-to-month — stay because it's working, not because a contract says you have to. Workshops and the AI Audit are one-off fixed fees. We keep it this way on purpose: a small business should never be locked into an AI spend that isn't earning its keep.

Do I need to buy hardware or expensive software?

Almost certainly not. Most small businesses get real results from affordable subscription tools — Claude, ChatGPT, and off-the-shelf automation platforms — set up properly and wired into their workflow. That's tens of dollars a month, not thousands. Private setups on equipment you own exist for genuinely sensitive data — patient records, client files, loan documents — and we size those realistically for a small business.

Why do you say open-source and local AI is the future?

Because the AI wars are commoditizing the models. OpenAI, Google, Anthropic, and Meta are spending billions leapfrogging each other, prices keep falling, and open-source models like Llama and Mistral now trail the frontier by months, not years. The durable advantage is shifting from access to application — and increasingly to ownership. A local, open-source model running on a machine you own means your data never leaves the building, no subscription meter, and no vendor that can reprice or cut you off. We set clients on that path at whatever pace fits: rent the frontier where it helps, own your own model where it counts.

What happens to the AI tools I already use?

We work with what already earns its place. If a tool you pay for is doing its job, it stays — we'll set it up better and wire it into the rest. We're vendor-agnostic and take no reseller kickbacks, so every recommendation is made on fit and price, not commission.

Who actually does the work?

Three people, by design. Francisco Williams leads training and strategy — a CCIM-credentialed commercial real estate broker who runs AI inside his own brokerage, lending, and servicing businesses. Cindy Adlawan, Executive Director, leads delivery: intake, build, and training on every engagement. Kristle Alcuizar leads marketing and brand. When you hire GIG, these are the people you get.

What kinds of things can you actually set up?

Working tools, not decks: follow-up and outreach that run themselves, customer and client intake that routes itself, documents extracted instead of retyped, CRMs cleaned and kept clean, visit notes and billing narratives drafted for review, support questions answered around the clock, and content drafted in your voice. Every build comes with training and a playbook so your team can run it.

Who owns the tools and the data?

You do, always. Everything we set up lives in accounts you own, and every build comes with a playbook your team keeps. For sensitive data — patient records, client files, loan documents — we can set up private AI that runs in your own environment, so the data never leaves your hands. No lock-in is a design goal, not a slogan.

Why learn AI from a real estate expert?

Because he's an operator, not a theorist. Francisco Williams is a CCIM-credentialed commercial real estate broker, Senior Vice President at KW Commercial Beverly Hills, and an NMLS-licensed mortgage loan originator (California DRE #01979442, NMLS #1858674). He put AI to work inside his own brokerage, private lending, and loan servicing businesses first — the same tools, budgets, and constraints a small business faces. What GIG teaches is what actually worked.

Where is Global Innovation Group based?

Global Innovation Group LLC is based in Southern California, with a mission rooted in helping the local small business community into the AI era. We work with small businesses across the United States — remotely, with in-person workshops and sessions in the Southern California area.

Do you specialize in real estate?

Real estate is home turf — Francisco Williams is a CCIM-credentialed commercial real estate broker who runs AI inside his own brokerage, capital markets, and private lending businesses. That makes GIG especially strong for brokerages, small teams, and independent investors. The same practical playbook serves five more small-business verticals: gyms and fitness, lending and finance, healthcare and clinics, legal and professional services, and e-commerce and retail.

AI for Small Business — Lending & Finance

Lending runs on paperwork.
AI can carry
the load.

Intake, qualification, document collection, servicing — every loan brings the same paperwork, and in a small shop it lands on the same few people. We help independent lenders and mortgage businesses put AI on that load: intake that prequalifies itself, documents extracted instead of retyped, follow-up that doesn't slip — with compliance logging and human review where it matters. Built by operators who run private lending and loan servicing businesses themselves.

Plans

From $800/mo

Engagement

Month-to-month

Entry point

Free consult

Start a conversation See how it works

What we deliver

Specific deliverables.
No vague outcomes.

Every engagement ends with something you can point at. Code that runs, documents that inform decisions, teams that got better. No fluff, no deck-only deliverables.

Borrower intake that runs itself

Conversational intake via web, SMS, or voice that prequalifies borrowers, collects documents, flags missing items, and routes qualified leads to you.

Documents extracted, not retyped

Bank statements, pay stubs, T-12s, rent rolls, W-2s, tax returns — structured into your LOS or a spreadsheet in minutes, with human review for anything uncertain.

Pipeline follow-up that doesn't slip

Deals stuck at a stage get flagged, borrower and broker updates get drafted, and urgent items get routed — leverage for a small team, not a replacement for it.

Servicing busywork, automated

Payment reminders, payoff prep, statement generation, and routine borrower communication — integrated with your servicing platform.

A broker CRM that stays clean

Deduped, scored, and segmented, with next-best-action suggestions per borrower — tuned to how your shop actually closes.

Methodology

How we work.
Predictable. Scoped. Priced.

Three flat monthly tiers — $800 Foundation (usually borrower intake or document extraction, done for you), $1,500 Growth (2–3 workflows plus monthly optimization and pipeline reporting), $3,000 Fractional AI Ops (the full intake-to-servicing program, with a private AI setup for borrower data) — all month-to-month and quoted in writing. Begin with a free consult.

Phase 01

Diagnose

Free consult

We walk your pipeline, document flow, and servicing setup together — including the compliance environment. Costs nothing.

Phase 02

Design

First week

We pick the first win — usually intake or document extraction — and quote it in writing, with compliance logging designed in from the start.

Phase 03

Deploy

Weeks, not quarters

We build in shadow mode first, then go live with human oversight — extraction running, intake routing, follow-up going out.

Phase 04

Develop

Ongoing

We train your LOs, processors, and servicers, document the audit trail, and stay available month-to-month.

Who it's for

You might be one of these.

Persona 01

Independent mortgage brokers

Pain

Intake is manual, document collection is slow, and you chase paper instead of deals.

Outcome

Intake through prequalification running itself — more volume without more headcount.

Persona 02

Small private and hard-money lenders

Pain

Deal flow is spiky; underwriting and document extraction bottleneck on one or two people.

Outcome

Extraction and screening that absorb the spikes, tuned to your product mix.

Persona 03

Small servicing desks

Pain

Payment chasing, borrower communication, and payoff prep eat the week.

Outcome

Routine servicing work automated, so your team handles the exceptions.

What you leave with

Measurable outcomes.

We don't sell effort. We sell results. Every engagement is scoped against specific outcomes — and we measure them before and after.

01AI help priced for an independent shop — not an enterprise engagement
02Intake triaged toward prequalification without manual chasing
03Document extraction handling the recurring paperwork load
04A compliance audit trail logged on every AI action
05Servicing communication volume absorbed by automation
06Your team trained to run — and extend — every system

Questions, answered

What you're probably wondering.

Every system we set up logs AI actions for audit trails, and the systems stay out of underwriting decisions — AI extracts and recommends, humans decide. For regulated environments, we design the data flow with your compliance counsel.

Start with Lending & Finance

Ready to talk?
We're listening.

Tell us what you're trying to solve. We reply in 24 hours with a read on feasibility and scope. No decks, no slow proposals.

hello@globalingroup.com Back to home

Lending runs on paperwork.AI can carrythe load.

Specific deliverables.No vague outcomes.

Borrower intake that runs itself

Documents extracted, not retyped

Pipeline follow-up that doesn't slip

Servicing busywork, automated

A broker CRM that stays clean

How we work.Predictable. Scoped. Priced.

Diagnose

Design

Deploy

Develop

You might be one of these.

Independent mortgage brokers

Small private and hard-money lenders

Small servicing desks

Measurable outcomes.

What you're probably wondering.

Ready to talk?We're listening.

Lending runs on paperwork.
AI can carry
the load.

Specific deliverables.
No vague outcomes.

How we work.
Predictable. Scoped. Priced.

Ready to talk?
We're listening.