Financial intake
Personal loans and mortgages
Replace long lead forms with a short voice interview that clarifies why the request matters, how urgent it is, and what an authorized consultant should review next.
What the agent asks
- Purpose and amount range
- Timing and urgency
- Concerns, friction, and consent
Structured outputs
- Lead card JSON
- Completeness and intent score
- Sales handoff note with quotes
Follow-up actions
- Schedule advisor follow-up
- Send summary email
- Retry if the caller is busy