THE PROBLEM

Most Loan Applications Don’t Make It to the Finish Line

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Leads Go Cold Before You Can Respond

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Document Requests Cause Drop-Offs

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Your Team Can’t Chase Everyone

How Meera Helps Lending Teams Convert More Applicants

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1

Identify Incomplete Applications

Meera tracks loan applications that are started but not submitted—and flags them for follow-up before the lead goes cold.

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2

Re-Engage Borrowers With Friendly Reminders

Applicants receive a personalized text or WhatsApp message nudging them to complete their application—sent at the right time, automatically.

 

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3

Collect Documents Through Conversation

Meera requests required documents in chat, explains what’s needed, and shares upload links—making it easier for borrowers to respond.

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4

Answer Questions Instantly or Escalate

When applicants are confused about terms, eligibility, or next steps, Meera answers instantly—or loops in a loan officer if needed.

Lead dashboard

5

Push Qualified Leads to Your Loan Officers

Once everything is in, Meera routes completed applications—plus conversation history—straight to your CRM, saving your team time.