Loan eligibility pre-screen

Pre-screens loan applicants on income, employment and amount needed, captures the lead, and routes eligible applicants to a loan officer.

Multi-step flowIndiaEnglishHindi

Runs on web, telephony.

Use this template Edit this template

Free to install · pay providers at cost · configure the full stack below

Multi-step flow

Type

Languages

Tools it uses

Last updated 2026-09-16

Talk to it live

Try this exact agent right now — talk to it in your browser, or have it call your phone. Browser demos run for up to 2 hours, phone demos 60 seconds.

What it costs to run

Opens on this template's default stack — the exact language model, speech-to-text and voice it installs with. Swap any component to trade up on quality and the estimate updates live in your currency. You bring your own provider keys and pay them at cost; there are no per-seat fees.

The conversation flow

Loan eligibility pre-screen is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

How the agent opens

“Hello! I can do a quick eligibility check for your loan. May I ask what type and amount you're looking for?”

How it works

1
Collect basics
Capture loan type, {loan_amount}, {monthly_income}, {employment_type} and city. Clarify this is an initial check, not approval.
2
Save lead
Use capture_lead to save the applicant and their answers.
3
Connect officer
Looks broadly eligible: offer to connect to loan_officer.

Tools & integrations it uses

Create CRM lead

Zoho CRM Salesforce

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Built to trust

Your data, your keys, your carrier. Telenow is the control plane — the AI and telephony run on accounts you own.

Encryption everywhere

Secrets, carrier credentials and API keys stored AES-GCM encrypted; TLS in transit; HMAC-signed webhooks.

Org isolation & RBAC

Strict per-organization data isolation with role-based access for every member.

Full audit log

Every mutating action is logged and filterable, with CSV export for your records.

Telephony compliance

In-app carrier applications (A2P 10DLC, regulatory bundles, India business KYC), TCPA calling windows, and org-wide Do-Not-Call enforcement.

Frequently asked questions

What does the Loan eligibility pre-screen agent do?+

Pre-screens loan applicants on income, employment and amount needed, captures the lead, and routes eligible applicants to a loan officer. On a call it can create crm lead. You install it, connect your tools, and it's ready to take or make calls.

How does the Loan eligibility pre-screen agent handle a call?+

It follows a guided flow: collect basics, save lead, and connect officer. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the Loan eligibility pre-screen agent?+

Connect Zoho CRM and Salesforce so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Loan eligibility pre-screen support?+

It runs on web and telephony, in EN and HI. You can change the voice and language in the builder.

How quickly can I launch the Loan eligibility pre-screen agent?+

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

$1.00 free credit on signup