Finance
CRM for lenders and loan brokers
Loans get sold on WhatsApp, and customers ask the same things all day: how much can I get, which documents, how long does it take. The AI answers using your own rules, and your loan officer steps in when it is time to run numbers and close.
- 7-day free trial
- No credit card
- Cancel anytime
The short answer
A CRM for lenders organizes the leads that come in on WhatsApp into a pipeline with your lending stages, from the first question to the funded loan. atendIA puts your whole team on the same number, tags which ad brought each lead and includes an AI that answers 24 hours a day without promising a rate or an approval.
The lending pipeline, stage by stage
The stages are the ones your operation uses. Here is an example of how it can look at a loan broker:
| Pipeline stage | What happens | Who handles it |
|---|---|---|
| New lead | Came from an ad, with the source tagged | The AI replies right away |
| Qualified | Questions about income and product answered | The AI, with your questions |
| Quote | Amount and payment talked through with the customer | The loan officer |
| Documents | Customer sends the paperwork in the chat | The loan officer |
| Application sent | Waiting on the lender | The loan officer |
| Funded | Loan closed and logged in the report | The team |
The AI explains, the loan officer commits
In lending, one wrong sentence becomes a complaint. So you write in the AI rules what it never says, such as a rate, a funding date or a guaranteed approval, and when it hands over to a person. It explains the products, lists the documents and answers the usual questions, then hands over to the loan officer in the same history, with a notice in the team group.
For each type of operation
- Loan brokers: personal loans, auto loans and mortgages as departments, each with its own queue
- Lenders: the ad source on each lead shows which campaign brings funded loans, not just clicks
- Financial consulting: the diagnostic meeting booked on the consultant's calendar, with its own length
- All of them: a report of incoming chats, closings and conversion by period
- All of them: unlimited team, with no extra cost for a new officer who joins during a campaign month
Financial data needs care
Loan customers send their tax ID, income and documents in the chat. In atendIA, data is kept separate for each company, conversations do not train AI models, there is a named data protection officer and every action in a conversation is logged with who did it. If an officer leaves, their book stays with the company. To connect to your loan origination system, there is a documented API and webhooks as an add-on.
Plans and pricing
The lending pipeline, the ad source and an unlimited team are included from the Basic plan, at $49 a month. The AI that answers and qualifies the lead at any hour is the Essential plan, at $99.
See all plansFrequently asked questions
Can the AI make up prices or promise things we do not do?
It answers within the rules you set, including what it must never promise and when to hand over to a person. On the Professional plan, price and duration come from your service catalog, not from a guess.
What happens to my customers data?
It is isolated per company in the database and is never used to train AI models. You can export it or ask for it to be deleted at any time.
Can WhatsApp ban my number?
Service through the QR code works like WhatsApp Web, with your usual number. Bans come from bulk messages to people who never asked to be contacted, which atendIA does not do. And for maximum safety, we connect the number through the official Meta API.
Can I tell which ad brings closed loans?
Yes. Every chat that arrives from a click-to-WhatsApp ad on Facebook or Instagram is tagged with the source ad, and the pipeline shows the stage where that lead stopped.
Updated on
Start serving customers better today
Try atendIA for 7 days with your team and your customers. No credit card, no long-term contract.