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AI loan calling & lead management

Turn Every Loan Lead Into a Conversation.

Turn every loan lead into a conversation. AI employees automatically call, qualify, follow up and manage loan leads across Phone, WhatsApp and Instagram — from one powerful operations console.

Book a Demo Test Priya

Works with your Phone, WhatsApp Business and Instagram — AI disclosed, humans in control.

The problem

Manual loan calling breaks down fast.

Leads arrive all day — but a human team can only dial so many numbers, chase so many callbacks, and update so many spreadsheets before things slip.

Traditional process
Lead arrivesEmployee callsNo answerManual follow-upWhatsApp copy-pasteApplication on paperCRM updated by handManager checks spreadsheets
With Priya
Lead arrivesAI calls instantlyAI qualifiesAI answers questionsWhatsApp follow-upApplication linkHuman handoff when neededComplete audit trail

Same team. Every lead contacted. Nothing left in a spreadsheet.

The funnel

From lead to application in six steps.

Your team stays in control at every step — Priya does the dialing, chasing and note-taking, and hands over exactly when a human should step in.

1

Capture lead

Web forms, WhatsApp, Instagram and imported lists land in one pipeline.

2

AI calls

Priya calls over phone or WhatsApp voice the moment a lead arrives.

3

Qualify customer

Asks your qualification questions, records answers and sentiment.

4

Follow up

Automatic retries, callbacks and WhatsApp nudges — within calling-hour rules.

5

Send application

A secure application link over WhatsApp; status tracked on the lead.

6

Human handoff

Frustration, complex questions or high-value leads go to your team with full context.

Live text demo

Test Priya — your AI loan agent.

Chat with her right here. On the phone she speaks, listens and reacts in English, Hindi and Telugu — here you can get a feel for how she qualifies a lead.

Priya — AI loan agent

Tick the consent box above, then ask Priya anything about loans — EMI basics, documents, eligibility, process. She replies in the language you pick.

Simulated AI demo — Priya does not place real calls from this page. Replies are AI-generated and may not reflect what she would say on your configured scripts.

Want her calling your real leads? Book a Demo

Three channels, one AI

Wherever the customer talks, Priya is there

One AI employee across every channel your customers already use — with shared lead memory, one pipeline and one compliance rulebook.

Phone

Exotel-powered voice calls with recordings — outbound campaigns and inbound answering, with every call logged.

  • Calls placed inside your calling-window rules
  • Recordings and transcripts in the console
  • DND lists checked before every dial

WhatsApp

Voice calls, messages and application links on the channel your customers already use.

  • Voice calls and messages answered by the AI
  • Secure application links with status tracked
  • Follow-ups and nudges, compliance-gated

Instagram

DMs and comment replies qualified into leads — interest captured the moment it appears.

  • Instant comment replies on your posts
  • DM conversations with the same AI brain
  • Interested contacts routed into your pipeline
The platform behind the agent

An operations console your whole team can run

Priya is the face. Behind her: lead intelligence, multi-branch operations, roles and compliance gates — with full visibility into every conversation.

Lead Brain

AI remembers every conversation per lead — known facts, summaries and sentiment history, so no customer is ever re-asked what they already said and your team walks into every follow-up fully briefed.

Multi-branch

Per-branch numbers, scripts, AI employees and quotas — one console, many offices.

Roles & permissions

Admin, Branch Manager, Agent, Viewer and Developer roles — plus custom roles. Every API enforces permissions server-side.

Compliance

DND lists, calling windows and consent — enforced at dial time, fail-closed, not by policy documents.

Analytics

Calls, qualification funnel, sentiment and branch performance — with exports.

Native speech

English, Hindi and Telugu — Priya speaks native Indic scripts, not transliteration, and code-switches mid-conversation.

Real math, right now

Run the numbers yourself

This is not a lead magnet with hidden assumptions — it is the same calculation engine Priya uses on live calls, running in your browser. Move a slider and every figure updates instantly.

Loan amount₹20,00,000
Tenure20y
Interest rate (reducing, % p.a.)7.25%
Bank quoted a flat rate? Cross-check it
A flat rate charges interest on the FULL principal for the whole tenure. The reducing equivalent is always higher — this is the gap lenders don't volunteer.
Monthly EMI
₹15,808
Principal ₹20,00,000Interest ₹17,93,656 (47.3%)
Total payable
₹37,93,656
Payments
240 months
YearPrincipalInterestBalance
1₹46,214₹1,43,482₹19,53,786
2₹49,675₹1,40,021₹19,04,111
3₹53,398₹1,36,298₹18,50,713
4₹57,403₹1,32,293₹17,93,310
5₹61,703₹1,27,993₹17,31,607
6₹66,330₹1,23,366₹16,65,277
7₹71,303₹1,18,393₹15,93,974
8₹76,647₹1,13,049₹15,17,327
9₹82,393₹1,07,303₹14,34,934
10₹88,569₹1,01,127₹13,46,365
11₹95,207₹94,489₹12,51,158
12₹1,02,342₹87,354₹11,48,816
13₹1,10,015₹79,681₹10,38,801
14₹1,18,260₹71,436₹9,20,541
15₹1,27,125₹62,571₹7,93,416
16₹1,36,654₹53,042₹6,56,762
17₹1,46,900₹42,796₹5,09,862
18₹1,57,911₹31,785₹3,51,951
19₹1,69,746₹19,950₹1,82,205
20₹1,82,205₹7,227₹0
Real reducing-balance math — the same engine that powers Priya's live answers. Estimate only; final rates depend on your profile.
Questions

Straight answers, no fine print

Is the AI disclosed to customers?
Yes. Conversations open with an AI disclosure and a recording consent notice before the call proceeds. Customers always know they are speaking with an AI employee — and every conversation is recorded and reviewable by your team.
Can I stop the AI instantly?
Yes. A one-click pause stops AI calls and automated messages — scoped globally or per branch — and your team takes over the queue immediately.
What about do-not-call numbers?
DND lists are enforced before every dial. Numbers on the list are suppressed automatically, and calls are only placed inside your permitted calling windows.
Which languages does Priya speak?
English, Hindi and Telugu with native Indic speech — not transliteration. She code-switches mid-conversation the way customers actually talk.
What happens when a customer is frustrated or asks for a human?
The AI detects frustration and human requests mid-conversation and hands the lead to your team with full context — transcript, sentiment and history.
How do we get started?
Book a demo. We walk you through a live qualification call, set up your script and knowledge base, and plan the rollout branch by branch.
Ready when you are

Your next lead is waiting. Let Priya start the conversation.

See a live qualification call, your own script and knowledge base, and the branch and role controls your team will run — the whole demo takes less time than one missed call.

Book a Demo Test Priya