Organise first-touch loan enquiries
An initial call can confirm that the person submitted an enquiry and identify the broad product they are asking about, such as a personal, business or vehicle loan, when that product is supported by the campaign.
Capture basic requirements carefully
With an approved script and appropriate permissions, the agent may ask about the requested loan category, approximate requirement, preferred callback time and whether the person is ready to speak with an authorised representative. Avoid collecting unnecessary sensitive financial information during initial screening.
Do not promise eligibility or approval
AI screening must not represent a preliminary response as a credit decision, interest-rate offer or loan approval. Eligibility, pricing, KYC and lending decisions must remain with the authorised lender and its approved processes.
Create clear outcomes for the finance team
Useful outcomes may include interested, requested callback, needs information, not interested, no answer and invalid number. A connected call alone should never be treated as positive intent or loan eligibility.
Frequently asked questions
Can it approve loans? No; it is an initial calling and qualification workflow. Can it connect with a CRM? That depends on your configured webhook or integration. Finance campaigns require careful review of consent, data protection, lender requirements and applicable telecom rules before launch.
See whether Kohinoor AI Voice fits your workflow
Tell us about your lead sources, qualification questions and CRM. We can discuss a suitable setup and clarify which integrations are available for your use case.
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