The smartest way to convert leads to loans
Increase loan conversions by meeting customers on their terms—with seamless data collection across every channel, for a friction-free path to approval.
Simplify lead-to-loan processes
Dynamic onboarding, customized to your data
Capture
Meet your customers where they prefer, via chat, web, email, or voice. Capture and validate data, even from documents.
Refine
Powerful tools to manage the information you require from customers, defined in natural language, but fully connected to your existing systems.
Engage
Keep your customers moving through your onboarding flow with user sensitive features to maximise conversion.
Our clients are saving hundreds of hours per month on manual underwriting and data review
Customer Channels
Seamlessly connect with your customers across all channels, streamlining communication and engagement.
Data Enrichments
Our enrichment tools turn raw data into actionable insights, giving your team a full view for smarter decisions.
Data Quality
Our tools automatically detect and correct errors, so your operations run smoothly and your insights remain trustworthy.
Empowering businesses to automate and analyze, for smarter decisions and better outcomes.
More questions?
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We've built a better way to capture and structure data. This helps turn lead qualification into lead conversion, reducing the time it takes from first contact to closing. It can enhance the use of chat, forms or emails to automate the customer underwriting, from simple to complex.
Popular use-cases this has enabled:
- Re-activate churned applicants with a data capture assistant that follows up to capture essential data.
- Automate manual back-and-forth communication by proactively nudging customers in the case of incorrect or incomplete data capture
- Increase the quality and reach of new customer underwriting and onboarding through flexible data capture via chat, text or WhatsApp, without having to build complex conversational logic
- Build highly personalised onboarding flows and branching logic, adapting to each context to enable flexible and unique product experiences
No, our product is flexible and can work with various interfaces. While chat is one option, you can also use forms, email, or other communication channels that best suit your needs. You can even use our technology to power whatever onboarding process you already have in place, whether form or chat based.
Yes, we take data security very seriously. We will never use your data to train models, maintain strict access controls, and comply with major data protection regulations to ensure your information is always protected.
Yes, we are releasing an API soon, please get in touch if you want early access.