Loan lead eligibility check
Screens loan enquiries and passes eligible leads. Calls every new enquiry within seconds of it arriving.
Opening line
Hello {name}, this is from {company}. You applied for a {loan_type} loan. Can I ask a few quick questions?
Spoken in your customer’s language. Words in braces come from your business details or lead list.
Call steps
- Ask loan amount and purpose
- Ask employment type and monthly income
- Ask city and existing EMIs
- Explain documents needed
- Book a call with the loan officer
Objection answers
“What is the interest rate?”
Rates start from {rate}, final rate depends on your profile. Our officer will confirm.
You fill in
- Loan types and rates
- Eligibility rules
- Documents list
Details collected on every call
loan_amountemploymentmonthly_incomecityexisting_emi
Hand-off to your team
Never promise approval. Transfer eligible leads.
WhatsApp after the call
Documents needed for your loan: {documents}.
Call settings
Questions
What does the loan lead eligibility check agent do?
Screens loan enquiries and passes eligible leads. Calls every new enquiry within seconds of it arriving.
What do I need to fill in?
Loan types and rates, Eligibility rules, Documents list. Everything else is written for you.
What details does it collect?
loan amount, employment, monthly income, city, existing emi, saved on every call summary.
Which languages does it speak?
Telugu, Hindi, Tamil, Kannada, Malayalam, Marathi, Bengali, Gujarati, Punjabi, Odia and English.
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