The Lovable of Voice AgentsLoan Pre-Qualification Voice Agent
Pre-qualify every loan enquiry without tying up your officers. An AI agent collects financial details, assesses eligibility, and routes qualified applicants automatically.
Built for this workflow
Everything you need to design, test, and deploy your voice agent, visually.
Structured pre-qualification flow
Collect income, employment status, credit history, and loan purpose with a structured conversation.
Eligibility branching
Route applicants based on eligibility criteria — qualified to an officer, ineligible to alternatives.
Loan officer transfer
Connect qualified applicants to a loan officer via SIP Transfer immediately after pre-qualification.
Pre-qualification report
Push structured applicant data to your LOS or CRM via webhook, ready for officer review.
Responsible lending compliance
Design flows that collect only the data required under responsible lending guidelines.
AI-built qualification flow
Describe your lending criteria and the AI builds the full pre-qualification conversation.
The tightest feedback loop
Spin it up. Call it. Refine until it's right.
Generate from a prompt
Describe the voice agent you want, like 'Build a pitch practice bot', and the AI creates the full conversation flow instantly.
Edit visually on the canvas
Drag, drop, and connect nodes to reshape the conversation flow exactly how you want it.
Edit it by prompting
Describe what you want to change in plain language and watch the agent update in real time.
Test it immediately
Talk to your agent right inside the builder - no deployment needed.
Improve a response you didn't like
When the agent says something off, click on that message in the conversation panel to correct it.
Deploy directly from the app
When your agent is ready, deploy it with a single click. No extra tools or setup required.
Share it with anyone
Generate a share link and send it to anyone. They can test your agent directly on voiceblox.ai, no app install needed.
Common use cases
Personal and unsecured loan pre-qualification
Mortgage and home loan initial assessment
Business and SME loan eligibility screening
Auto loan applicant qualification calls
Debt consolidation needs assessment