Convert more loan and investment enquiries
Loan and investment leads compare offers quickly. The advisor who replies first and explains clearly what is needed usually gets the file. OakDeal answers every enquiry on WhatsApp in seconds, collects basics like income type, city and loan amount, explains the documents needed and hands qualified leads to your team. It then follows up on pending documents, so files do not stall.
Where loan agents and financial advisors leads come from
OakDeal keeps every lead in one place, tagged with its source, so you can see which channel brings buyers.
- Facebook and Google ads
- Click-to-WhatsApp ads
- Builder and dealer tie-ups
- Website forms
- Referrals
- Phone calls
What goes wrong without a system
Ineligible leads waste time
Your team calls people who clearly do not meet basic criteria.
Documents stuck
Files stall for weeks waiting for a salary slip or bank statement.
Rate shoppers
Leads compare banks and disappear if not followed up.
Scattered tracking
Hundreds of files across sheets and phones.
How OakDeal works for loan agents and financial advisors
- 1
Every lead lands in one inbox
WhatsApp chats, website enquiries and direct leads such as calls and walk-ins, each tagged with its source.
- 2
AI replies in seconds
From your own facts only, in the languages you choose, at any hour.
- 3
Leads are scored with a reason
Hot, Warm or Cold from what actually happened, so your team calls the right people first.
- 4
A person takes over at the right time
When the lead asks for a human, wants to book, or the AI is not sure. One tap to take over.
Facts to give the AI
Write these once. The AI answers only from them and hands anything else to your team.
- Products and partner lenders
- Current indicative rates
- Eligibility basics
- Document checklists
- Your fees, if any
- Never guarantee approval or a rate
A follow-up plan that runs itself
Follow-ups go out within business hours and stop when the lead replies, buys or opts out.
- Same dayDocument checklist
- Every 2 daysReminder for pending documents
- After sanctionNext steps to disbursal
- After disbursalAsk for referrals
Questions from loan agents and financial advisors
Can OakDeal tell a lead if they are eligible?
It shares the general criteria you provide and collects the details. Final eligibility always comes from your team and the lender, and the AI is told never to guarantee approval.
Can it chase pending documents?
Yes. Set a follow-up on the lead and OakDeal sends polite reminders within business hours until the person replies.
Is customer data secure?
Each business has its own private workspace, data is stored in Google Cloud’s Mumbai region and tokens are encrypted. Ask customers to share documents through your secure channel, not in chat.
Also built for
Insurance agents and advisors
OakDeal helps insurance agents reply to leads on WhatsApp in seconds, collect the details needed for a quote, follow up on proposals and never miss a renewal conversation.
Finance and autoCar and bike dealerships
OakDeal answers car and bike enquiries on WhatsApp in seconds, shares variants, prices and offers, books test drives and follows up until the sale, for new and used dealers.
Property and homeReal estate
Answer property enquiries from portals, ads and WhatsApp in seconds. OakDeal qualifies buyers by budget and location, books site visits and follows up.
See all industries · Read our guides on WhatsApp sales and lead follow-up