Loan eligibility pre-screen
Pre-screens loan applicants on income, employment and amount needed, captures the lead, and routes eligible applicants to a loan officer.
Runs on web, telephony.
Last updated 2026-06-25
The conversation flow
Loan eligibility pre-screen is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.
How the agent opens
“Hello! I can do a quick eligibility check for your loan. May I ask what type and amount you're looking for?”
How it works
- 1Collect basics
Capture loan type, {loan_amount}, {monthly_income}, {employment_type} and city. Clarify this is an initial check, not approval.
- 2Save lead
Use capture_lead to save the applicant and their answers.
- 3Connect officer
Looks broadly eligible: offer to connect to loan_officer.
Tools & integrations it uses
Frequently asked questions
What does the Loan eligibility pre-screen agent do?
Pre-screens loan applicants on income, employment and amount needed, captures the lead, and routes eligible applicants to a loan officer. On a call it can create crm lead. You install it, connect your tools, and it's ready to take or make calls.
How does the Loan eligibility pre-screen agent handle a call?
It follows a guided flow: collect basics, save lead, and connect officer. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.
What do I need to connect for the Loan eligibility pre-screen agent?
Connect Zoho CRM and Salesforce so the agent can act during the call, then point a phone number or the web widget at it.
What channels and languages does Loan eligibility pre-screen support?
It runs on web and telephony, in EN and HI. You can change the voice and language in the builder.
How quickly can I launch the Loan eligibility pre-screen agent?
Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.
Launch the Loan eligibility pre-screen agent
Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.