Home/Solutions/AI agent for finance and leasing

For finance and leasing, an application-collecting agent

The customer wants to apply, searches for a device or asks about terms. Grow4Me collects the application within the conversation, finds the right device, preliminary eligibility information provides it and forwards it to the right team.

Application & Device Assistant
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Application collection

Through conversation, in full

Collects leasing and loan applications within a conversation instead of a long form. It clarifies the necessary information step by step, structures the application and forwards it to the team.

  • Applications within the conversation
  • Pre-eligibility flagging
  • Structured transfer to CRM
Application & Device Assistantonline
What do I need for my application?
tool: knowledge base · requirementsAn activity certificate, recent financial statements ve a device proforma are enough. If you like, let’s start the application now.
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Device search and routing

Help for the end user

The customer searches for a device or equipment on the site; the agent finds suitable options, explains the terms and routes to an application or a representative.

  • Device and equipment catalog search
  • Terms and process information
  • Routing to an application or a representative
Application & Device Assistantonline
Which machines are suitable?
tool: catalog · suitable devicesThere are three CNC machine models that fit your target budget. Shall I share their details and leasing terms ?
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Loan pre-assessment

See loan eligibility while talking

The customer describes their loan request; the agent collects the necessary information, performs a preliminary eligibility assessment and shares the result instantly. Without filling out forms or waiting in line.

  • Pre-assessment based on income and request
  • Instant notification of missing documents
  • Forwarding the approved result to the right team
Loan Assistantonline
Can I get a business loan?
tool: pre-assessment · eligibilityLet me take your monthly revenue and requested amount and produce a pre-eligibility result. 300.000 TL and below are usually finalized the same day .
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Payment plan

Calculates the installment instantly

The customer asks about the amount and term; the agent calculates and shows the installment amount and total cost for different terms. The customer chooses the plan that suits them.

  • Installment calculation by term
  • Total cost transparency
  • Proceeding to application with the selected plan
Loan Assistantonline
200,000 TL over 24 months, is that possible?
tool: payment plan · installment calculation200.000 TL over a 24-month term the monthly installment is approximately 11.250 TL. 12 ay the total cost would be lower; shall I show that too?
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Same capability, different industry

The same agent takes on many roles in your finance business

Application assistant

Collects leasing and loan applications and pre-qualifies them.

LeadSelection flow

Device finder

Finds suitable devices and equipment and helps the end user.

CatalogFilter

Information and support

Answers questions about terms, requirements and processes.

Knowledge base

Do you have application and device processes?

Set up for any finance and leasing institution that collects applications and offers devices or products. Let’s design a flow that speeds up the process together.

Customized to your brandIntegrates with your systemsGrows with your needs
Let’s begin

Let’s reduce applications and routing to a single conversation

More qualified applications, a faster process.