Forms that talk to your leads, qualify them while they answer and call your systems to simulate a loan on the spot. Your rep gets the case already built, not a phone number to dial.
While the person answers, the Form is qualifying: what they need, what for, whether it is worth going on. With their ID number it calls your API — risk, maximum amount, whatever your policy says — and shows them their simulation right there. Nobody was left waiting for a call.
Simulate your personal loan
It takes a couple of minutes
What is the loan for, and when do you need it?
I want to finish the extension on the house, I still need the finishes and the idea is to have it ready before winter . I have been at the same job for eight years.
What comes out structured
Analysis of the application
The clicks arrive when the ad runs. The branch opens at nine.
Mid-dark ambient photo, portrait — In the campaign that is running right now. It fills the whole card and carries the text over it, in the bottom third.
The ad promises "simulate in two minutes". The Form is what keeps that promise: it answers the click there and then, while the interest is still warm.
Mid-dark ambient photo, portrait — On the promo landing page. It fills the whole card and carries the text over it, in the bottom third.
Each channel carries its own link, so you know which campaign brings applications that qualify and which only brings clicks. Next month’s budget gets decided on that.
Mid-dark ambient photo, portrait — A Sunday at eleven at night. It fills the whole card and carries the text over it, in the bottom third.
That is the hour people put their accounts in order. Someone runs a simulation, comes out pre-approved, and on Monday the rep calls with a proposal already seen — not to ask whether they meant it.
Mid-dark ambient photo, portrait — At the branch counter. It fills the whole card and carries the text over it, in the bottom third.
The same Form works inside: a QR code on the desk and the rep walks the customer through the application instead of typing it. The campaign and the counter feed the same inbox.
What goes through the call center, spreadsheets and email today happens while the customer is still on the landing page.
Illustration of "It qualifies as the conversation goes" for financial services.
If the money is for consolidating debt, what comes next is not what would come next for a car. The Form asks what fits each case and filters out the one that will not make it before a rep spends time on it.
Illustration of "It calls your API mid-conversation" for financial services.
With the ID number it queries your services: risk, maximum amount, whatever your policy defines. The answer decides which way the Form goes, and your CRM ends up updated without anyone copying anything by hand.
Illustration of "The simulation shows right there" for financial services.
The customer does not leave with a "we will call you". They leave with their simulation and a draft proposal built on your terms, and the rep picks it up from there, not from zero.
Illustration of "The paperwork reads itself" for financial services.
When the case moves to formalizing, payslips and bank statements get asked for and read in the same Form. What matters ends up written where the rep is going to look for it.
No. The rules are yours: the Form calls your services and applies the policy you define, and the final call still belongs to your risk team. What we do is stop the customer waiting three days to find out whether applying made sense.
The Form’s Pipeline can call your API in the middle of the conversation: check an ID, pull an available amount, write the case into your CRM. And if you do not have an API available yet, you start with no integration and export to CSV.
You decide that path: route them to another product, keep them for a later campaign, or say goodbye without promising anything. Nobody gets told "pre-approved" for nothing.
You can have them: one Workspace takes all the Forms you need, each with its own tone, language and rules. The usual thing is one per product — personal, car, mortgage — pointed at from several campaigns at once.
It is yours and we process it on your behalf: you define what gets asked, what gets kept and for how long. What your API returns is used in that conversation and stays in your case, nowhere else. The detail is in our privacy policy.
The Form is built from a prompt and tested with Preview before you publish it; connecting your API is the only stretch that depends on your team. The usual thing is to start the campaign in days, not to set up an IT project.
Every case arrives qualified, with the proposal ready and the CRM up to date. You hear about it when there is something to decide.
In days, not months. And we start with a small pilot.
