SME Business Loan Intake Chatbot
Qualify small-business borrowers inline. Vatoo collects revenue and need, runs an indicative eligibility check via API, and routes warm files to lending.
Step 01 · Trigger
"business loan" or "working capital"
Step 02 · Form
revenue, time in business, amount, purpose
Step 03 · API call
indicative eligibility check
Step 04 · Message
deliver the indicative outcome
Step 05 · Webhook
route a qualified file to lending
From the problem
to the fix
SME lending teams sift through many enquiries that don't meet basic criteria, while qualified businesses face slow responses.
An SME lending persona answers product questions from a knowledge base, the Flow Engine collects revenue, tenure and need, an API node returns indicative eligibility, and a webhook routes qualified files to lending.
5 steps,
with clear handoffs
01 · Trigger
"business loan" or "working capital"
02 · Form
revenue, time in business, amount, purpose
03 · API call
indicative eligibility check
04 · Message
deliver the indicative outcome
05 · Webhook
route a qualified file to lending
What changes
in your workflow
Enquiry sifting
Pre-qualified
With configured workflowsEligibility speed
Inline
With configured workflowsProduct questions
Self-served
With configured workflowsQualified files
Fast-tracked
With configured workflowsBuilt on Vatoo's engines
Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.
This is a public-facing deployment that engages prospects and customers directly on your website or app.
Workflow overviewRead more
SME Business Loan Intake Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. SME lending teams sift through many enquiries that don't meet basic criteria, while qualified businesses face slow responses. With Vatoo, an SME lending persona answers product questions from a knowledge base, the Flow Engine collects revenue, tenure and need, an API node returns indicative eligibility, and a webhook routes qualified files to lending.
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