Financial Services · Lending

Loan / Insurance Lead Qualification

Reach and qualify every finance lead in under a minute and book a licensed advisor.

Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Detects a new lead and calls / messages within the SLA window.
  2. Qualifies basic eligibility, product interest and intent (no advice given).
  3. Books a licensed advisor on the right calendar.
  4. Writes a clean record to the CRM with consent captured.

Data sources

Lead sources Advisor calendars CRM

What it targets

  • Leads reached in SLA Target 90%
  • Qualified → advisor booked Target 35%
  • Time to first contact Target 60s