AI Calling Agent for Loan and Finance Leads
Most finance leads are not ready for an advisor yet. Botify's AI voice agent makes the first call within about a minute, asks the basic profile questions, and passes only qualified, interested leads to your advisors — by live transfer or as a CRM entry.
- Asks loan type, amount, city and employment type
- Live-transfers interested leads to an advisor
- Sends the document checklist on WhatsApp during the call
₹5/min all-inclusive · Number ₹500/month · Prices excl. 18% GST
Advisors waste hours on unqualified leads
Loan and insurance campaigns generate large lead volumes, but many leads are outside your criteria or simply browsing. Advisors spend their day dialling numbers that don't pick up or don't qualify.
The AI agent takes the first round. It calls quickly, asks the profile questions you specify, records the answers in the CRM, handles 'call me later' and do-not-call requests, and transfers the live, interested leads to an advisor.
How finance & loans teams use the AI voice agent
First-call qualification
Asks loan type, amount, city, employment type and income band (as you define) and saves each answer as a CRM field.
Live transfer to an advisor
When a lead is interested and wants to talk, the agent puts the call through to an advisor on your team.
Document checklist on WhatsApp
Sends the document checklist PDF on WhatsApp during the call so the lead can prepare.
Campaigns on purchased or old lists
Run outbound campaigns on consented lead lists with your calling hours, retries and concurrency — 'not interested' and do-not-call requests are recorded.
Renewal and follow-up calls
Upload customers due for a policy renewal or a pending-document follow-up and let the agent call them.
What a call sounds like
Example: home-loan lead qualification
Illustrative instant call to a lead from a home-loan landing page.
AI agent
Hello, this is [Company name]. You just asked about a home loan on our website — can I ask a few quick questions?
Lead
Sure.
AI agent
Thanks. Roughly what loan amount are you looking for, and in which city is the property?
Lead
About 40 lakhs, in Coimbatore.
AI agent
Are you salaried or self-employed?
Lead
Self-employed, I run a shop.
AI agent
Got it. I'm sending the list of documents usually needed for self-employed applicants to your WhatsApp now. Would you like to speak to a loan advisor right away?
Lead
Yes, please.
AI agent
Connecting you now.
Illustrative script. The agent does not approve loans or quote final rates — your advisors do.
What the agent captures
- Name and mobile
- Product (home loan, personal loan, business loan, insurance)
- Amount required
- City
- Salaried / self-employed
- Income band or turnover (if you choose to ask)
- Interested now / call later / not interested
Saved to the Botify CRM automatically, with a transcript and recording of the call.
What to put in a finance briefing
- The exact qualification questions and the order to ask them.
- What the agent must never say: approval promises, final interest rates, guarantees.
- Transfer rules: which answers mean 'connect to an advisor now'.
- Your document checklist PDF to send on WhatsApp.
₹5 per minute, all-inclusive
Call charges, speech recognition, voice and AI in one rate, per started minute from a prepaid wallet. Voice number ₹500/month. Included in Pro (₹6,999/month) and Enterprise. Excl. 18% GST.
Get a demo call for finance & loans
Leave your number and experience the first call your leads and customers would get.
- • Leave your number and the AI agent calls you in about a minute (9 AM–9 PM IST).
- • Or call +91 80 6552 1614 any time — Botify's own AI assistant answers.
- • Talk to it in English, Tamil, Hindi, Telugu, Kannada or Malayalam.
Get a demo call now
Hear the AI voice agent on your own phone. It calls you in about a minute during calling hours.
AI voice agent for finance & loans: FAQs
Can the AI agent approve loans or quote interest rates?
No. Brief it to collect profile details and share only general information you approve. Approvals and final rates stay with your advisors.
Can it transfer the lead to an advisor mid-call?
Yes. Live transfer puts the lead through to a person on your team when they ask or when your transfer rules say so.
How does it handle do-not-call requests?
If the person says they are not interested or asks not to be called, the agent records it so they are not called again in your campaigns.
Is AI cold calling allowed in India?
Business calling is regulated by TRAI's commercial communication rules, including DND. Calling people who have enquired with you is the safest use. Our team will confirm what applies to your campaign.
Which languages can leads use?
English, Hindi, Tamil, Telugu, Kannada, Malayalam and other Indian languages, including Hinglish and Tanglish.