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THE PROBLEM
Loan Leads Often Go Cold Before Agents Ever Talk with Them
Leads drop off when follow-up takes hours—or days.
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Large lead volumes overwhelm teams; many slip through.
Leads lose interest if they don’t get connected immediately.
How Meera Converts Loan Leads Into Qualified Conversations
1
Engage Immediately via SMS
Meera texts new loan leads the moment they arrive—capturing attention while it’s fresh.
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2
Qualify & Warm Leads with Conversation
Rather than routing cold leads, Meera asks a few key questions to identify readiness and warm them up—even before agents step in.
3
Route to the Right Loan Officer
Meera checks agent availability, matches the lead to the specialist with the right expertise, and transfers the lead with full context—so your team hits the ground running.
4
Follow Up on Missed Connections
If the lead doesn’t answer or drops off the call, Meera automatically sends a prompt and rescheduled slot—so the opportunity isn’t lost.
5
Track Conversion & Scale Outreach
Meera logs all interactions, flags high-intent leads, and syncs with your CRM—giving your team full pipeline visibility and letting them focus on closing.