Reinvent Your Credit and Legal Services Company with an AI Virtual Assistant
From providing simple information about loan types and required documentation to assessing eligibility, collecting documents, and sending contracts, a single AI virtual assistant can turn each message into a potential signed credit agreement or legal service. Whether you receive queries through platforms like 999.md, social media, or your company website, the AI assistant responds 24/7 without overwhelming your team.
Key Highlights
Optimization and Automation for a More Efficient Business
Essential features that increase conversions, save time, and improve your workflow.
Centralizing Requests and Queries from Any Platform
Gather all queries related to loans, refinancing, or legal services from Facebook, Instagram, 999.md, email, WhatsApp, and chat widgets into a single dashboard. Never miss a client and respond quickly, even outside of business hours.
Presenting Loan Types and Legal Services
The AI assistant clearly explains the differences between loans (consumer, mortgage, auto) and legal packages (contract consultations, disputes, mediation), providing structured and accurate information, avoiding repeated phone conversations.
Eligibility Analysis and Document Request
The AI asks about monthly income, credit history, guarantees, and provides an eligibility score, suggesting the next steps to the client. This saves your team's time and increases success rates.
Automatic Sending and Verification of Documents
The assistant receives digital documents (ID, salary certificate, employment contract), checks their authenticity, and signals missing documents. Clients do not need to make unnecessary trips, and your team receives complete documents.
Credit or Service Calculators and Simulations
Integrate simulators for monthly payments, legal fees, or other costs. Clients receive accurate calculations, increasing transparency and trust.
Our Features
Contract Generation and Electronic Signatures
After pre-approval, the AI can generate contracts (loans, mortgages, refinancing, legal mandates), automatically filling them with the client's details and sending them for electronic signature without unnecessary bureaucracy.
Follow-Up Solutions and Payment Collection
The AI sends notifications for due payments, offers direct payment options, and reminds clients about documents, legal deadlines, and other obligations.
Cross-Selling: Other Financial or Legal Services
It suggests additional products and services, such as insurance, advantageous refinancing, or personalized legal consultations, maximizing company revenue.
Advanced Client Scoring and Flagging Risky Cases
The AI analyzes financial data and credit history, assigns a risk score, and alerts the team about suspicious cases, protecting the company from non-payment.
Integration with 999.md and Other Ad Platforms
The AI assistant manages messages received from online ads and instantly responds to client inquiries, increasing conversion rates.
Integration with 999.md and Other Ad Platforms
The AI assistant manages messages received from online ads and instantly responds to client inquiries, increasing conversion rates.
Demonstrated Performance and Efficiency
Statistics show that companies that adopt a dedicated AI consultant benefit from:
+35%
increase in loan application completion rates, thanks to pre-qualification and instant responses.
50%
reduction in workload through automation
87%
employees reported improved internal communication
+40%
reduction in time spent by the team on repetitive tasks, due to process automation.
