FlNANCIAL LENDING

The Ultimate Lending Experience on Chat

Mortgage

Interact with customers on top messaging apps to create leads, streamline loan processes, and offer exceptional post-disbursement assistance.

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Mortgage

Trusted by Leading Loan Providers

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Customer Success Storiesright arrow
Mortgage-Instant-verification

Attract High Quality Leads

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  • circle-check Provide customers immediate access to a credit line without waiting or talking to a representative.
  • circle-check From pre-qualification to document submission, our bots make it easy for customers to complete their applications, reducing friction and increasing conversion.
  • circle-check Turn potential lost opportunities into successful conversions by proactively re-engage with dropped-off leads.
Learn More About Conversational Marketing right arrow
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Mortgage and EMI Calculators

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  • circle-check Offer customers access to mortgage and EMI calculators on chat, allowing them to make informed decisions about their loans.
  • circle-check The EMI Calculators can factor in each customer's unique financial situation, offering personalized calculations for accurate, tailor-made loan recommendations.
  • circle-check Speed up the eligibility check process with a user-friendly WhatsApp calculator for entering details and quickly receiving results.
Read More About Mortgage Chatbots right arrow
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Offer Proactive, On-Demand Support

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  • circle-check Sending timely updates and reminders to customers about their ongoing loans to keep customers informed about their loan status, payment due dates, and payment schedule.
  • circle-check Effortlessly assist customers in retrieving their active loans and associated account statements connected to their account.
  • circle-check Enable a smooth agent hand-off in real-time, helping customers speak with a human agent to clarify their key concerns.
Learn More About Support right arrow

Simplify the Lending Process

Make it seamless to apply for loans, check application status and get great post-loan support

AB-testing

Pre-Built Conversation Workflows

Leverage Haptik’s library of 100+ pre-built Mortgage workflows to go live faster

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Send Two-Way Notifications

Proactively engage with leads and offer them the right loan options matching their requirements

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Support for 130+ Languages

Cater to loan applicants and home buyers across geographies by using chatbots that support 130+ languages

Multilingual Conversations right arrow
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Smart Agent
Routing

Escalate queries that require human involvement and offer instant support to drive higher CSAT

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The Impact of Haptik’s Lending Chatbots

Offers customers an easy and hassle-free way to apply for loans.

84%
Automation Rate
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50K+
New Customers Acquired
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800K
Conversations Handled
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