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industries > lending & finance

Streamline Loan Operations to Maximize Approvals

In the highly competitive world of lending and finance, speed, precision, and personalized interactions can make or break a deal.

Callers.ai automates and enhances loan operations by engaging applicants with AI-powered conversations that pre-qualify leads.

The result? Faster approvals, reduced overhead, and more satisfied clients.

Key Benefits

Unlock Lending Efficiency at Scale

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Built for Speed-to-Lead
Engage borrowers within seconds of inquiry. No queues, no lag- just instant, personalized ai voice conversations that move deals forward.
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Fully Managed & Always Compliant
Unlike DIY voice stacks, Callers handles setup, training, and compliance out of the box. Stay aligned with KYC, PCI, and industry regulations with full voice and data logging.
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Superior Customer Experience
Provide 24/7 multilingual support and faster processing to enhance client satisfaction.
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Targeted Marketing Campaigns
Maximize the impact of marketing efforts through targeted outbound calls and real-time campaign insights.
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Higher Revenues & Loan Approvals
Drive revenue growth by boosting loan approvals with AI-driven applicant reminders and guidance.
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Pre-Qualification Done Right
From income checks to intent scoring, Callers collects and syncs borrower data in real time feeding your CRM or LOS with zero manual effort.

Winning Strategies

Screening Leads is Easy as 1-2-3

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Automated Outbound Calls

Present personalized loan options and guide users through the next steps.

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Pre-Qualification Screening

AI pre-qualifies applicants before connecting them with an agent.

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Lead Nurturing & Reminders

Send automated reminders for document submission and follow-ups to keep the loan process moving.

success manager

Danielle Brooks

Success Manager

White Glove

Designed for results driven, fast growing Lending & Finance Business like yours.

A dedicated success manager

Enterprise-level support for all 

Expert call script building assistance

Pre-Qualification best practice implementation

Meet your dedicated success manager

What to expect

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+40% Qualified Leads

Engaging potential creditors efficiently.

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30% Rate of Interest

3-6x higher than industry benchmarks.

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Up to 75% Cost Savings

Significant reduction in operational costs.

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+8 NPS Points

Faster responses and improved customer satisfaction.

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Enhanced Agent Productivity

Agents focus on high-value consultations.

Optimized for

Your Business Needs

Personal and Business Pre-Qualification

Learn More

KYC Compliance & Fraud Prevention

Screen property buyers and renters before engaging agents.

Automated Offer Campaigns

See How It Works

Repayment Reminders & Collections

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Pedro Santos

Director of Operations, Leading