Gather information and screen clients based on their unique financial footprint and goals.
CUSTOMER PROFILE
Finance Lead: Looking to better understand the goals and financial picture of potential customers. Need to filter based on gathered information to determine the best financial products for that customer. Difficulty includes the manual process of sorting through lengthy applications, time spent talking to customers to determine the fit of different products and managing the expectations of applicants.
THE PROBLEM
Filling out lengthy forms, scheduling and meeting with loan or mortgage applicants is time-consuming and costly for financial advisors and mortgage brokers.
THE SOLUTION
Warmcall provides a 24/7 screening technology that screens financial applicants and automatically schedules a meeting with successful matches.
Dialogue available 24/7 which gathers information from finance applicants and uses that information to determine a match.
Match report is emailed to the Finance Lead detailing applicant contact information, match success report and the dialogue of the bot meeting.
Based on a successful match and Finance Lead availability a meeting is automatically scheduled and details are sent out immediately.
A Zoom meeting is set-up unless the Finance Lead wishes to use an alternative platform for the live meeting.
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