Loan follow-ups that never slip through the cracks.
INDUSTRY
Lending & NBFC
CHANNELS
Calls, WhatsApp, email
CONNECTS TO
Zoho CRM, HubSpot, Google Sheets
Ready to start?
What the agent handles:
Coverage
Every applicant, every day
Languages
11 Indian languages
TOP OUTCOME
Files completed faster
Loan follow-ups that never slip through the cracks.
Between the first enquiry and a disbursed loan there are a dozen follow-ups, eligibility, documents, verification, repayments. When they are done by hand, applications stall and borrowers drift away. This playbook shows how a CallUltra agent keeps every file moving.
The problem
Applicants fill a form and then wait. Documents go missing, verification calls are missed, and relationship managers spend their day chasing instead of closing. Later in the loan, EMI reminders are either skipped or feel like pressure, and neither helps collections.
Applicants
pre-qualified
Missing documents
chased daily
EMI reminders
polite and on time
How the agent is set up
New applications trigger a call within seconds. The agent checks basic eligibility, income, employment, loan amount, in the applicant's language and books a slot with an RM for qualified leads.
For files in progress it calls about missing documents and sends the upload link on WhatsApp. For active loans it places friendly EMI reminders a few days before the due date and logs any promise-to-pay or query. Everything is written back to Zoho CRM, HubSpot or Google Sheets.
What changes for the team
Every file followed up, no applicant left waiting
11
Languages borrowers are comfortable in
100%
Calls recorded and transcribed
CRM
Status and promises logged automatically
Relationship managers spend their time on closing loans, not on chasing paperwork.
Where lenders take it next
Once follow-ups run on their own, the same agent can support the rest of the loan lifecycle.
Welcome calls
→(after disbursal)
Top-up offers
→to good-standing borrowers.
Renewal nudges
→before the term ends.
