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Concept designLending

Conversational Loan Pre-Screener

The problemBorrowers wait for a call back, and loan officers re-key the same facts into three systems.

  • An AI screening agent talks borrowers through it by chat, SMS, voice, video or document upload, filling a fixed set of fields as they go
  • Ratios, program terms and document checks run on the lender's own tested rules. The agent never calculates a ratio or quotes a rate
  • A loan officer reviews the pre-call brief before anything reaches the CRM or loan point-of-sale
Diagram: web chat, SMS, voice, video and document upload feed an AI screening agent, which writes to a rules-based database. The database produces a pre-call brief, readiness status, booking, loan officer review, and CRM and loan system hand-offs.
Concept design, shown with client details removed. An illustration, not a shipped client system. Open the diagram on its own ↗

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