Manual intake and document chasing removed: leads arrive consultation-ready.
End-to-end onboarding for credit repair. An AI intake agent qualifies leads and moves them through documents and payment before a human consultation begins.
Sector
Fintech
Timeline
7 Weeks
Work area
Back-office automationProject
Automated Credit Onboarding Platform
The problem
Every new lead for a credit services firm meant the same manual routine: qualifying questions by phone or email, chasing identity documents, and confirming payment before a consultant could start. Consultants spent part of each day on intake instead of advice, and leads that stalled on paperwork often went cold.
An end-to-end intake and onboarding system that changes how a credit services firm qualifies and converts new clients. An AI pre-qualification agent guides applicants through documentation and payment before any human consultation, so the team’s time goes to advice rather than paperwork.
What we built
- 01AI intake agentA conversational agent that asks the qualifying questions, explains the next step, and scores each lead so the team sees who is ready.
- 02Document collectionA guided checklist for identity and supporting documents, with reminders, so nobody has to chase files by email.
- 03Payment before consultPayment is taken inside the same flow, so a consultation is only booked once the file is complete.
- 04Connected credit toolsIntegrations with the tools the team already used, including IdentityIQ, DisputeFox and NotaryFox, so data is not re-typed between systems.
Technology
- Next.js
- Vertex AI
- GCP
- PostgreSQL
- IdentityIQ
Methods
- API Integration
- Agent Orchestration
- Secure Data Pipelines
How it works
A new lead starts a conversation on the website. The agent asks about their goals, runs the qualifying questions, and shows a short checklist of the documents it needs. The lead uploads them, pays, and books a consultation. By the time a consultant joins, the file, the lead summary, and the payment status are already in place.
Manual work removed
- Qualifying calls and emails for every new lead
- Chasing identity and supporting documents
- Confirming payment before booking a consultant
- Re-typing applicant data between credit tools
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