PURCEAS
Ask Purceas RO Start building — free
In development

Simplu Credit

Credit brokerage · Romania

A lead-qualification AI for a Romanian credit brokerage: it understands what the applicant needs, checks eligibility basics in conversation, and hands each advisor a briefed, scored lead.

Do I qualify for a €15,000 credit?

I can't approve credit — an advisor does that. But I can check whether it's worth their call. What's the money for?

Renovating the apartment.

Purceas architecture

  1. Visitor
  2. Qualification
  3. Consent
  4. Score
  5. CRM
  6. Advisor

Integrations: CRM · WhatsApp · Email · GA4

Starts from the Credit Lead AI template
Build something like this

Leads arrived as blank form rows — a name, a phone number and no context. By the time an advisor called back, the applicant had usually asked somewhere else too.

Before

Automations

Scored lead written to the CRM with the transcript attached.Advisor alerted with the context already summarised.Follow-up scheduled when a conversation arrives outside office hours.

What we are building

  1. Qualification flow and scoring rules.
  2. CRM write-back with consent recorded.
  3. Romanian-first conversation with English fallback.

Human handoff

Anything that touches an actual lending decision goes to a human advisor — the AI qualifies and routes, it never approves.

Current status

In development. No performance metrics — we publish those only when they are real and client-approved.

Ask Purceas about this project

Want something like this for your business? Start the conversation with this project as the reference.

Build something like this All projects