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Agent · Backlog

Application Intake and Abandonment Recovery Agent

Guides applicants conversationally through personal loan, card or BNPL applications, runs soft-pull pre-qualification, and re-engages applicants who abandon mid-flow.

Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Collect application data via chat/voice/web with real-time field validation
  • Run soft-pull pre-qualification and show indicative terms
  • Answer product and eligibility questions
  • Detect abandonment and trigger compliant follow-up
  • Hand off incomplete or edge-case applications to a loan officer

Systems and data it works with

  • Loan origination system (LOS)
  • Web/mobile application front end
  • Soft-pull bureau API
  • CRM
  • Consent capture