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The Loan Application Agent for the Financial Services industry is pre-trained to take inbound calls to qualify customers for loans, take loan application information including name, address, credit, existing loan, and other information.
Qualifies Customer
Collects information about the customer and determines if customer is qualified based on business rules. Informs customer that they are qualified or not qualified.
Collects Loan Application Information
Takes loan application information including name, address, credit, existing loan, and other information. Tells customer what the next steps are in the loan application process.
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"During peak times, it's cut our overall abandonment rate to about 7 percent."
Scott Klene
Director of Sales Operations
National Loan Network (Nelnet)
Audio Demos
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