10x sales efficiency with automated lead qualification
AI voice agent calls loan leads, asks qualifying questions about income, employment, and requirements, then scores and pre-approves before handing off to your sales team.
Lead fills form or clicks ad → enters CRM
AI calls within 1 minute of lead submission
AI asks: income, employment, loan amount, purpose
Lead scored as Hot/Warm/Cold based on responses
Hot leads transferred instantly to loan officer
Hi, this is Maya from QuickLoans. I see you just inquired about a personal loan. Is this a good time to talk for 2 minutes?
Yes, I have a few minutes.
Great! To help you get the best offer, I have a few quick questions. What loan amount are you looking for?
Around 5 lakhs.
Got it. And what would you be using this loan for?
Home renovation.
Good choice. Are you currently employed, self-employed, or a business owner?
I'm employed at an IT company.
Excellent. And what's your approximate monthly income?
About 80,000 per month.
Perfect! Based on your profile, you're pre-approved for up to 6 lakhs at competitive rates. I'd like to connect you with our loan specialist Rahul who can finalize your offer. He's available right now. Shall I transfer you?
Yes, please.
Connecting you now. You'll also receive a WhatsApp message with the documents needed. Thank you!
AI calls within 60 seconds of form submission — 9x better conversion
Income verification, employment check, credit history questions
Hot/Warm/Cold scoring based on qualification responses
Hot leads warm-transferred to available loan officer
AI sends WhatsApp with required document list
Full conversation logged in Salesforce, HubSpot, or Zoho
Fully customizable: income, employment type, employer name, years employed, existing loans, credit score range, loan purpose, desired amount, timeline. You set which questions are mandatory vs. optional.
Based on your criteria: e.g., income > 50K + employed > 2 years + credit > 700 = Hot lead. Income < 30K or unemployed = Cold lead. You configure the thresholds.
The AI asks about credit score range ("above 700, 600-700, or below 600"). For actual bureau checks, you'd do that after human handoff with proper consent.
Cold leads are logged in CRM with reason (income too low, already has loan, etc.) and can be added to nurture campaigns for future qualification.
Automated payment reminders and collection
Learn MoreAI-guided document submission via WhatsApp
Learn MoreInstant transaction verification calls
Learn MoreDeploy this solution in under 5 minutes. No coding required.