First-time homebuyers and refinancers, meet Approval AI (now Clevy), the AI-powered mortgage marketplace turning tens of hours of rate shopping, paperwork, and lender negotiations into a streamlined, secure experience. Co-founder Arjun Lalwani breaks down how three purpose-built agents (buyer assistant, loan processing, lender outreach) translate your financials, simulate underwriting, and negotiate with banks like Wells Fargo and Chase to save you time and real money, all while keeping sensitive data encrypted and human-verified.
Hosted by David Stepania, this episode dives into product strategy, go-to-market for a $2T industry, YC lessons, and the bold vision for a true “one-click mortgage.” We also cover trust with real estate partners, why incentives matter more than “great customer service” pitches, and the metrics that define success from funded loan volume to NPS and average savings per loan.
Where to find me:
• David: Linkedin
• Email: hello@thehomebase.ai
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