Applications finished at 10 pm, documents attached, no telecaller needed.
Customers start applications late at night and drop at the document step. A ZapUp agent finishes the application in chat, collects documents, answers eligibility and rate questions and services the policy or loan for years after, within your compliance rules.
Clearpath Finance
online · AI agent
Today, 2:04 AM
Application completed · documents attached · status automatic
Four moments a ready customer gives up
Applications abandoned at the upload
The form asks for a salary slip at 10 pm. The customer closes the tab and never returns.
Telecallers chasing cold leads
A drop-off is called six days later, after the customer took the loan from their bank.
“What is my claim status?” on hold
Simple servicing questions wait in a call queue.
Renewals missed by a reminder letter
Policies lapse because the notice went to an old address.
5 agents built for financial services
Each one is trained on your own prices, schedule and policies, connected to your systems, and works on every channel at once. Start with one, add the rest later.
Application agent
Finishes the application the customer started
Picks up where the web form stopped, asks the remaining questions in chat and submits to your system, with consent captured.
Example
Document collection agent
Collects KYC and income documents without a phone call
Asks for each document, accepts photos or PDFs, checks for missing pages and files them against the case.
Example
Eligibility and rates agent
Answers “am I eligible?” and “what rate?” from your rules
Trained on your products, eligibility criteria, rate cards and fees. It gives a compliant answer and routes anything beyond that to a licensed advisor.
Example
Servicing agent
Answers claim status, EMI and policy questions instantly
Live lookups in your core system for claim status, EMI schedules, outstanding amounts and policy details, with secure identity checks before anything is shared.
Example
Renewal and EMI agent
Stops lapses and late EMIs with timed reminders
Renewal notices and EMI reminders with payment links, receipts on payment, and a gentle follow-up when a date is missed.
Example
An applicant starts a form on the website at 10 pm, then drops off at the document step.
A lender taking personal loan applications through agents and ads
Without an agent
Today- 10:05 pmStarts the loan form, stops at salary slip upload.
The drop-off joins a list that a telecaller works through next week.
- Day 6Owner, next morningHello, you had applied for a personal loan with us.
- Day 6I took it from my bank last week.
Lost: the application, and the cost of acquiring it.
With a ZapUp agent
Live in days- 10:06 pmAI agentHi Arjun, your loan application is almost done. Send your last 3 salary slips here as photos or PDFs and I will attach them.
- 10:11 pmSends three PDFs
- 10:11 pmAI agentReceived and attached. Your application is complete. Decision usually within one working day; I will message you here.
Application completed at 10:11 pm, documents attached, status updates automatic.
What gets connected
- Application system
- Document collection
- CRM
What the agent runs
- Application nudges and document collection
- Eligibility and rate questions
- Status updates and policy servicing
- Renewal and EMI reminders
Illustrative conversation, not a transcript from a named customer. Write-ups from real deployments are shared on request.
Live in days, no technical work on your side
Pick the agents
Choose the financial services agents above in the cost estimator, or describe what you need on a short call.
ZapUp builds it
Your number is set up and verified, the agent is trained on your information, your systems are connected and every conversation is tested.
Go live
Your team is trained on the shared inbox, the agent takes over the repetitive work, and a monthly check keeps it improving.
Financial services questions
How is compliance handled?+
The agent answers only from your approved product information, captures consent before collecting data, verifies identity before sharing account details, and hands advice questions to licensed staff. Conversations are logged for audit.
Where is the data stored?+
In your own systems. ZapUp passes documents and answers to your application or core system through the API and keeps conversation logs under ISO 27001 controls.
Can it work with our agents and DSAs?+
Yes. Partner-sourced applications are tagged, partners get status updates, and the shared inbox shows each partner only their cases.
How fast can a lender go live?+
Document collection and servicing usually go live in two to three weeks, most of which is connecting your core system.
Never clock off.
Your financial services customers are messaging right now. Put an AI agent on it.
Build my AI agent