Financial Intake for Loan Inquiries
Automating responsive, secure loan intake.
Expedite applications and ensure security without extra headcount.
Jen
Financial Intake
The Problem
ACME Financial is a fast-growing lending firm dedicated to helping people take their next big step, whether it’s buying a home, launching a business, or consolidating debt. As demand surged, so did the challenge: scaling up without ballooning their headcount.
The bottleneck? Intake.
Every day, ACME’s team was buried under routine, but sensitive, calls from applicants needing to verify their details, clarify the loan’s purpose, and answer a list of compliance questions before the process could move forward. Manual intake meant long wait times, overloaded staff, and a clunky experience for would-be borrowers. Calls stretched out, lines backed up, and high-value deals risked slipping through the cracks.
The Solution
That’s where Bland came in.
ACME Financial teamed up with Bland to build a Conversational Pathway, powered by Jen, an AI voice agent running on dedicated infrastructure for maximum speed and security.
Now, when applicants call in, Jen handles intake from start to finish: no scripts, no hold music, just a direct, guided chat.
“Hey, Greg, I’m Jen with ACME Financial. I reached out to get some info to move your loan application along…”
Jen collects all the key info—last name, loan purpose, employment, previous borrowing, even a quick congratulations for big life moments. Every answer is securely logged, and if anything falls outside the usual flow, Jen seamlessly hands off to a human expert, fully briefed—so applicants never have to repeat themselves.
The Result
The impact?
ACME Financial’s applicants now move through intake faster and with less friction. Jen works around the clock, so new loans can be processed even after business hours, all while maintaining strict security and compliance standards.
The support team is freed up to handle the nuanced, high-value parts of lending, while Jen handles the repetitive, secure intake at scale. Every conversation is recorded, analyzed, and available for compliance or quality checks, making it easy for ACME to spot bottlenecks and keep improving.
In the end, what was once a resource drain became a smooth, scalable workflow, delivering a better experience for applicants, and helping ACME Financial scale without sacrificing service or security.
Each conversation lives in a secure, isolated memoryautomatically erased the moment it ends.No data stored, no history shared, no riskof cross-session exposure.Isaiah GranetFounder and CEO of Bland
Bland captures every detail. Securely and thoughtfully.
Streamline the intake process and qualify more applicants.