AI agent for loan top-up applications
An AI agent that takes in loan top-up applications from existing borrowers, so the lending team gets complete, structured applications instead of chasing details.
in loan top-up applications taken in during the agent's first week live
The challenge
Top-up requests from existing borrowers arrived as conversations that staff had to follow up manually, collecting the amount, the reason and the supporting details before anyone could review the application.
Connected to
- AI agent platform
- Large language model
- Lender's application workflow
What the agent does
- Engages the borrower in conversation when they ask for a top-up
- Collects the requested amount and the details the lender needs for the application
- Checks the application is complete and asks follow-up questions if anything is missing
- Submits a structured application to the lending team for review and decision