AI AGENT FOR LOAN & EMI ENQUIRIES

Answers Customer Calls, Explains Loan Options, Shares EMI Plans & Collects Leads — 100% Automated Voice Support

🤖 Automate Your Loan Desk with a Smart AI Voice Assistant

No more missed calls or overwhelmed loan officers. Let our AI Loan Enquiry Assistant handle all inbound and outbound conversations — from explaining loan types and EMI breakdowns to collecting customer details and following up via WhatsApp or email.

This assistant is powered by VAPI + Make.com and speaks in a natural, polite voice — providing the perfect first impression for banks, NBFCs, and financial consultants.

Whether you’re offering home loans, personal loans, car loans, business loans, or education loans, your AI assistant can handle it all — 24×7.

📞 Key Features of the Loan & EMI AI Agent

✅ Answers Incoming Calls from Customers Automatically
Explains loan types, basic eligibility, and how to apply — instantly.

✅ Shares EMI Plans Based on Loan Amount & Tenure
Provides examples like: “For 5 lakh over 3 years, your EMI is approximately ₹15,200.”

✅ Explains Interest Rates, Tenure Options & Required Documents
Talks about fixed vs. floating rates, processing fees, and approval timeframes.

✅ Collects Customer Details for Lead Generation
Captures name, phone number, email, loan type, amount required, and preferred tenure.

✅ Sends WhatsApp & Email Follow-ups Instantly
Shares summary of enquiry or next steps with the user instantly after the call.

✅ Handles Rescheduling, Callbacks & General FAQs
Answers common questions like: “What’s the minimum credit score?” or “Can I apply online?”

✅ Sends Reminder Before EMI Due Dates (Optional)
Integrates with your system to remind customers about upcoming EMI payments.

✅ Supports Outbound Calling for Missed or Hot Leads
Follows up with leads who showed interest or abandoned loan applications.

🏦 Ideal For:

• Banks & NBFCs
• Personal Loan Consultants
• Auto Loan & Home Loan Agencies
• Microfinance Institutions
• FinTech Platforms

🔧 Fully Customizable:

• 💼 Add or Remove Loan Types (e.g., Business Loan, Gold Loan, etc.)
• 📊 Customize EMI Calculation Examples & Eligibility Rules
• 🗣️ Adjust Tone – Friendly, Formal, or Supportive
• 🌍 Multi-language Support Available

Coming Soon