# Business / Commercial Loan Enquiry Routing — Financial Services AI agent | Mihu AI

Financial Services · Lending

# Business / Commercial Loan Enquiry Routing

Route business lending enquiries to the correct specialist.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

## How it works

Captures business loan purpose, requested amount, and business type/industry via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Routes the lead to the appropriate commercial lending specialist , matched via the CRM's specialization roster.

Sends the initial documentation checklist relevant to that loan type, pulled from the LOS.

Books the first consultation with the matched specialist, written to the calendar.

## Data sources

Commercial lending specialization roster Loan type documentation requirements

## What it targets

Business enquiries routed to the correct specialist Target 92%

Enquiry-to-consultation booking rate Target 40%