AI & Workflow Automation
Halverson Automation finds the repetitive tasks eating up your team's time and replaces them with simple AI and automation systems that run on their own.
Book Your Free 30-Minute Consultation A free phone call with no obligation. You'll leave with ideas you can use either way.What We Fix
Most businesses lose hours every week to the same handful of manual tasks. These are the ones we automate most often.
New inquiries get answered and followed up on automatically, day or night, so no potential customer is left waiting.
Information moves between your email, spreadsheets, and software on its own, with no one retyping it.
Customers book their own appointments and get reminders automatically, which ends the endless email and phone tag.
An AI assistant answers common questions instantly and passes the important ones to you.
How It Works
We talk for 30 minutes about how your business runs day to day and where your team loses the most time.
I show you exactly which tasks can be automated, how it would work, and what it would save you.
You get a working system plus a video walkthrough, so you always understand how it runs.
running operations in consumer finance and mortgage lending
former Senior Vice President of mortgage operations
About
I spent decades running operations in consumer finance and mortgage lending, rising to Senior Vice President. Along the way I saw firsthand how much time and money businesses lose to slow, manual processes.
Today I use AI and automation tools to fix exactly that. I'm not here to sell you complicated technology. My job is to find the tasks that drain your team's day and make them run on their own.
Free Consultation
Tell me a little about your business and I'll reach out to set up a time to talk by phone.