Personal Loan Application Chatbot

Collecting the financial details along with the personal details of a customer can be the most challenging task for a financial firm unless they have a worthwhile and practical lead generation strategy. This loan application form template can ask questions required to fill out their client form and collect their contact details. Apart from this, it can also be configured to enable a financial lender to provide financial assistance to customers in choosing a particular type of loan. This online form template can collect the necessary details regarding their monthly income, project details (if any), and type of investment to carry out the loan application form.

Features and Benefits :

1. The chatbot asks the customer to choose the reason they need a loan, such as debt consolidation, credit card consolidation, home improvement, home buying, major purchase, car financing, green loan, business, vacation, wedding expenses, moving & relocation, medical expenses, or others.

2. It asks them the amount of loan that they want to borrow.

3. It asks them if they own their house, rent it, or others.

4. It asks them to choose their credit score.

5. It asks them to choose their employment status, i.e. if they are a full-time employee, part-time, self-employed, unemployed, or other.

6. It asks them to enter their yearly pre-tax income (including bonus, commissions, part-time earnings, social security, retirement, disability, alimony, and child support).

7. It asks them if they want to add a joint owner and tells them the benefits of doing that.

8. If they want to add a co-borrower, the chatbot asks them for the latter's name, email address, yearly pre-tax income, and the last four digits of their social security number.

9. It collects the key details about the customer such as their zip code, address, date of birth, and contact details.

Similar Templates in finance-banking Industry


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