Credit Lead AI
Credit brokerage · financeAn AI lead qualification chatbot holds a natural conversation with an enquiry, discovers the fields your sales team actually needs — purpose, amount, timing, employment, consent — scores the result, and writes it into the CRM with the transcript attached. It never makes a lending or approval decision; it decides whether a human should call, and gives that human the context.
A visitor wants to know if a loan is realistic — at 23:40, long after the office closed.
Can I get a €15,000 loan?
I can't approve credit — an advisor does that. But I can check whether it's worth their call. What's it for?
Renovating the apartment. I'm employed, about €1,400 net.
That profile is worth a proper look. Here's what I'll pass to an advisor:
Illustrative qualification only — never a lending decision.
What happens behind it
- Visitor
- Qualification
- Consent
- Score
- CRM
- Advisor alert
- Human
A scored, consented lead lands in the CRM with the full transcript — the advisor calls back briefed.
Connects to: CRM · WhatsApp · Email · GA4
Smart Lead Bot · €2,500–4,500A fictional example with demo data — showing what Purceas can build for this kind of business. Real client builds are listed on the homepage.
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What runs behind it
- Visitor
- Qualification
- Consent
- Score
- CRM
- Advisor alert
- Human
A scored, consented lead lands in the CRM with the full transcript — the advisor calls back briefed.
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The record it writes
CRM lead · scored 4/5 · advisor notifiedWritten into your own system, not into a transcript nobody reads.
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What it remembers
industryCredit brokerage · financeplatformCRMgoalA visitor wants to know if a loan is realisticVisible, editable and deletable in your workspace.
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When a human takes over
Escalation carries the full transcript and a written summary.
Triggered by intent, complexity, or simply by asking for a person.
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What it connects to
CRMWhatsAppEmailGA4Attribution back to the channel that produced the conversation.
Questions
Does the AI approve credit?
No, and it says so. Approval is a regulated human decision — the template qualifies and routes, nothing more.
How is consent handled?
Contact details are only captured after an explicit action by the visitor, and the consent is stored with the lead record.
Now imagine this trained on your business.
Start from this architecture and Purceas will adapt it live — your products, your tools, your tone. It takes a few minutes and an honest price comes with it.