Follow-Up With Loan Applicants & Keep Momentum Going
Don’t let promising applicants stall out. Meera uses SMS to stay engaged, overcome hesitations, and convert more applications.
THE PROBLEM
Good Applicants Often Drift Off
After submission, many borrowers go silent and your team loses visibility.
Texting preference is rising — yet many lenders still depend on legacy outreach.
You can’t chase every applicant individually—so many drop through the cracks.
How Meera Keeps Applicants Engaged & Converts More Loans
1
Send Immediate SMS Welcome
The moment an application is submitted, Meera drops the first text — reinforcing interest, clarifying next steps and keeping the momentum strong.
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2
Daily Reminders for Missing Info
If documents or signatures are missing, Meera sends friendly nudges — making it easy for applicants to upload or finalize what’s needed.
3
Answer Applicant FAQs in Real-Time
Applicants often stall because they have questions (rates, timing, eligibility). Meera handles those questions instantly, reducing friction and manual workload.
4
Hot-Lead Signals Trigger Live Transfer
When an applicant shows readiness (questions answered, docs uploaded), Meera identifies them as “ready to convert” and hands them off to a loan officer with full context.
5
Post-Disbursement Follow Up & Upsell
After disbursement, Meera continues the conversation — ensuring borrowers feel supported and offering additional loan/refinance options.