Loan Pre-Qualification Bot

Gather initial financial data to assess loan eligibility.

0 uses

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Verified Template

Launch this agent in your workspace in ~2 minutes.

Pre-configured prompts

Industry best practices

Full source access

What's Included

Configured for Inbound Voice, Web Chat.

voice_profile_professional_female_001

Pre-structured to ingest:

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Hi, I ordered a jacket last week but it hasn't arrived.

I can help with that! Do you have your order number handy? It usually starts with #ORD.

👤

Yes, it's #ORD-99281.

Thanks using our tracker... I see that order is marked "Out for Delivery" today by 5 PM. Is there anything else I can check for you?

Sample conversation. The agent will adapt to your rules.