Instant lender matching, dormant leads reactivated.
Crystal is a specialist finance brokerage that matches borrowers with the right lenders. Pinnasys built an AI-powered matching engine and lead reactivation system that achieves 94% match accuracy and reactivates 30–45% of dormant leads.
30-45%
Leads reactivated
94%
Match accuracy
The Problem
Lender matching is slow. Dormant leads are wasted revenue.
Specialist finance involves matching borrowers with lenders across hundreds of criteria — property type, income source, credit profile, LTV, location, and dozens more variables. Doing this manually takes experienced brokers 30–60 minutes per enquiry.
Meanwhile, 30–45% of leads go dormant because response times are too slow, criteria change without brokers noticing, or leads fall through gaps in manual follow-up processes.
Crystal needed two things: an AI system that could instantly match borrowers to the right lenders with high accuracy, and an automated reactivation engine that could re-engage dormant leads when their situation or lender criteria changed.
Our Approach
Match instantly. Reactivate automatically.
Pinnasys built two interconnected AI systems for Crystal. First, a lender matching engine that ingests lender criteria from all sources, understands borrower profiles, and produces instant matches with 94% accuracy.
Second, a lead reactivation engine that monitors dormant leads, detects when criteria changes or time-based triggers make a lead viable again, and automatically re-engages them with personalised outreach.
Both systems were embedded directly into Crystal’s existing workflow through Microsoft Teams, so brokers could access AI-powered matching and reactivation without switching tools.
Instant lender matching
AI cross-references borrower details against hundreds of lender criteria to produce ranked matches with confidence scores in seconds, not minutes.
Dormant lead reactivation
The system monitors dormant leads and automatically re-engages them when criteria changes, rate shifts, or time-based triggers make them viable again.
Criteria change monitoring
When lenders update their criteria, the system instantly identifies which existing leads now qualify and alerts brokers or triggers automated outreach.
Teams-embedded workflow
All AI capabilities are embedded in Microsoft Teams — brokers query matches, review reactivation suggestions, and approve outreach without leaving their workspace.
The product in action
Instant matching, dormant leads brought back to life.
30-45%
Dormant leads reactivated through AI-driven monitoring and outreach
94%
Lender match accuracy across hundreds of criteria dimensions
Seconds
To produce ranked lender matches — down from 30–60 minutes
Auto
Reactivation when criteria changes make dormant leads viable
Managing Director, Crystal — Specialist Finance Brokerage
Services used in this project
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Three things that made this project work.
Dormant leads are not dead leads.
30–45% of “dead” leads came back to life when the system detected criteria changes or timing shifts. Most businesses underestimate the value sitting in their dormant pipeline.
Accuracy builds trust, trust builds adoption.
At 94% match accuracy, brokers stopped second-guessing the AI within the first week. Below 85%, they would have continued checking manually. The threshold matters.
Embed in the workflow, not beside it.
Building inside Teams instead of a standalone app meant zero adoption friction. Brokers use the same tool they already spend 8 hours a day in.
What this looks like when it's working.
The AI engine that turns cold emails into revenue
3x
Revenue growth
10x
Deals closed
Your digital workforce that never clocks out
168 hrs
Weekly capacity
4x
Human capacity
Have a similar challenge? Let’s talk.
Book a discovery call and we will discuss how AI can improve your matching accuracy and reactivate your dormant pipeline.