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AI agent for lenders
welcome calls

Automate every borrower interaction across channels

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Call history

William Brown

09/07/2025 @ 12:10 PM ET

3m 3s

Manuel Hernandez

09/07/2025 @ 11:34 AM ET

11m 47s

Jennifer Yang

09/05/2025 @ 03:08 PM ET

7m 20s

William Brown

call_AI_GCStyBKuBPe8

Personal and account information

ORIGINAL LENDER

Federal Credit

PRODUCT NAME

Federal Credit Platinum Business Card

CURRENT AMOUNT

$21,200.34

DUE SINCE

Sep 27, 2024

Live Call Transcript

Live

Agent

Hello, thank you for calling Federal Credit Advantage LLC. This call may be recorded, monitored, and analyzed for compliance and to improve our systems. My name is Katherine, a virtual assistant powered by artificial intelligence. How can I help you today?

Rising servicing costs, declining borrower satisfaction

Live call transcript

1 of 3

proAgent for loan servicing

AI agents trained on 1bn+ consumer conversations to automate every borrower interaction.

Secure omnichannel payment processing

Handles all payment scenarios

Balances empathy with effectiveness

Instant cross-system intelligence

Seamless systems integration

Personalized omnichannel interactions at scale

proAgent Live Chat

Online

Hi, I need to make my monthly payment but I'm having trouble with the website

proAgent

I can help you with that! I see your account ending in 4892. Your payment of $1,247.50 is due tomorrow. Would you like me to process that now?

Yes please, use my card on file

proAgent

Processing payment of $1,247.50... ✓ Payment successful! Your next payment is due March 15th. Is there anything else I can help you with?

Type your message...

Use cases

Out-of-the-box use cases

These use cases are running in production at leading lenders. Thoroughly tested and production ready.

Servicing

Card replacement

Automates lost/stolen card reports across voice, SMS, and email.

Automated card blocking and replacement requests

Natural language processing for incident details

Omnichannel support (voice, SMS, email)

Real-time status updates to consumers

Phone

SMS

Card Status

Active

Servicing

Deposit status tracking

Provides instant responses for tracking direct deposits and pending transactions.

Real-time deposit status inquiries

Pending transaction tracking

Automated balance confirmations

Your ACH deposit of $200.00 has been received and is being processed. You'll receive confirmation once complete.

Deposit processed successfully. Your account balance has been updated to $350.00.

Compliance

Consent management

1-step flows for revoking communication consent. Simply text or email 'revoke' to stop SMS, calls, or emails.

One-word consent revocation ('revoke')

Cross-channel preference management

Automatic compliance updates

Instant agent capacity relief

Bank Support

Now

Communication Preferences

Voice Calls

SMS

Collections

Collect payments 24/7

Securely processes payments across all channels with PCI-DSS compliance and seamless PSP migration.

Full, partial, and payment plan processing

Omnichannel payment acceptance (voice, SMS, email)

PCI-DSS compliant with major PSP integration

Payment orchestration layer for instant PSP switching

Live call transcript

Hi! I can send you a secure payment link via text message. Would that work for you?

09:47proAgent

Audio

Servicing

IVR replacement

Natural language first-line service with Right Party Contact verification and intelligent routing to available agents.

Right Party Contact authentication

Natural language call reason capture

Intelligent routing to relevant teams

Automated callback scheduling when agents busy

Thank you for calling Federal Credit. Enter your account number followed by #.

Collections

Payment reminders

Intelligent outreach across optimal channels and timing with automated voicemail drops for maximum response rates.

Smart channel selection per consumer preference

Optimal timing based on payment behavior

Automated voicemail drops for missed calls

Personalized reminder messaging

Borrower information

NameManuel Hernandez

Payment Due2 Days

Amount$459.60

Channel affinity

35%

Voice

85%

SMS

50%

SMS Sent

"Hi Manuel, your payment of $459.60 is due in 2 days. Pay easily here: [link]"

Trusted integrations

Seamlessly connect with your existing tech stack

Scale lending operations without adding headcount

Join leading lenders using proAgent today

Book a demo Resources

AI agent for lenders welcome calls

Call history

William Brown

Rising servicing costs, declining borrower satisfaction

Live call transcript

proAgent for loan servicing

Out-of-the-box use cases

Card replacement

Card Status

Deposit status tracking

Consent management

Communication Preferences

Collect payments 24/7

IVR replacement

Payment reminders

Borrower information

Channel affinity

Trusted integrations

Scale lending operations without adding headcount

AI agent for lenders
welcome calls