Loan advising bot

Prepare the best loan offer for your clients. Gather data for future email and phone campaigns.

Increase sales

up to18%

Save time; have this bot ask the preliminary questions.

While there are many benefits to implementing marketing automation, we feel the following are some of the most important:

  • Gather actionable data.
  • Reduce staff costs by automating repetitive tasks.
  • Create more opportunities for upselling.
  • Provide better chat services.
  • Reduce errors; (people miss things, computers don't.)

Possible adjustments

Starting point

Select the specific URL or web page which will trigger this automation.


Fully automate the conversation and store all the data Chatbot collects for future targeted campaigns.


Set a delay of a few seconds to give the messages a less robotic feel.

Answer condition

Set the parameters and collect actionable data from your users.

Example in the app