Loan application tracking, KYC collection, and EMI reminders — automated.
Applicants start an application, hit a document upload step, and abandon. 60% never complete.
PAN, Aadhaar, bank statements, salary slips — chasing documents across email, WhatsApp, and branch visits.
Borrowers forget due dates. By the time collections calls start, they're already 30 days overdue.
'Is my loan approved?' 'When will the amount be credited?' Same questions, hundreds of times a day.
End-to-end automation — from first message to follow-up.
Customer enquires about personal loan
AI checks eligibility: income, credit score range, loan amount, tenure preference
KYC document checklist sent
AI sends required document list with secure upload links for each document
Application status update
Real-time updates: documents received, verification in progress, approved, disbursed
EMI reminder 3 days before due date
SMS with amount, due date, and one-tap payment link
Overdue payment follow-up call
AI voice call on day 3 overdue: polite reminder with payment options
Monthly loan statement
Email with EMI schedule, principal outstanding, interest paid, and prepayment option
Eligibility & Application
Document Management
Payments & Recovery
Configure loan products with eligibility rules
Connect WhatsApp Business number and voice
Set up KYC document templates per product
Configure EMI reminder schedule
Go live — AI handles loan lifecycle
Start with the BFSI / Lending template. Go live in under 30 minutes.