Virtual assistant for lenders and loan providers
People shopping for credit compare several companies and go with whoever answers first. The virtual assistant welcomes every inquiry instantly, understands what they need and leaves the quote request ready for your team.
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Helena
Listening to you…
You
What the assistant does
- Understands the type of loan the customer is looking for
- Collects employment status, desired amount and term, gradually and without asking for sensitive data
- Shares only the conditions and rates you publish, always subject to review
- Records the quote request with name and contact details for your team to follow up
What you gain
- Inquiries answered instantly, including nights and weekends
- Your team receives organized requests with the profile already gathered
- Daily rates and conditions always up to date, typed by you or sent by your system
Important: The assistant never promises approval, rates or disbursement, and never asks for ID numbers, passwords or documents in the conversation.
Common questions
Does it approve or quote the loan?
No. Credit review and quotes are handled by your team. The assistant welcomes the applicant, collects the profile and records the request.
See also
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