Purchase or subrogation
Distinguish the type of request and open the appropriate information path without making an assessment.
Mortgages
Requests for mortgage on WhatsApp, ready for consultant.
Leady.it accompanies the initial request, collects goals, times and preferences and brings contact to the appointment with the consultant.
- 01Purchase or subrogation
- 02Time and preferences
- 03Appointment on the agenda
WhatsApp Assistant for Mutues
From the loan request to the appointment with the consultant.
Purchase, restructuring and subrogation have different objectives and times. An orderly first conversation helps the person explain what he is looking for and allows the mortgage consultant to arrive at the appointment with a useful context.
Leady only collects the preliminary information provided by the flow, proposes an availability and preserves the historian. It does not pre-delibere, does not calculate a credit outcome and does not replace bank, broker or consultant.
Cases of use
What you can arrange for Mutui.
An ordered conversation helps the person explain what he is looking for and allows the team to prepare the interview.
Prepared appointments
It crosses the preferred range and calendar of the consultant to propose an interview in the presence or remotely.
Context shared
It gathers declared goal, timing and messages in the same space, so the person does not have to repeat everything.
Operating result
The team opens the request and knows where to start.
Defined Objective
Distingue purchase, restructuring or overrogation without making financial judgments.
Respected times
Asks when the person wants to be contacted and proposes the available times.
Full story
Messages, answers and appointments remain in the same workspace.
The path
From the first message to the next step.
Purchase or subrogationWhatsApp nowHi! How can I help you?Time and preferencesAppointment on the agenda
Next organized stepThe team sees information and expiry
- 1
Listen.
Asks what the real estate project is.
- 2
Preparation
Collects the initial information decided by the team.
- 3
Book
Find a free time with the consultant.
Human control and limits
Leady organizes. People decide.
No automatic pre-delibera: the assistant organizes the request, while evaluations and proposals are for authorized subjects.
Learn security and data processingFrequently asked questions
Read all frequently asked questions Common Dubbis on Leady for Mutui.
No. Leady.it does not make financial decisions and does not replace bank or broker.
Yes, if the related agenda includes that kind of appointment.
Yes. You can create a dedicated path with specific questions and appointments.
Start with Leady
Start with Leady Let's see a typical Mutui case.
In demo we use invented information, we confiscate a service and show what the team receives.