Pink Loan – High-Volume Loan Revival & Qualification Calls

Who They Are

A lending company with a large backlog of applicants who were previously rejected or dropped off. Hidden inside that backlog: real, now-qualified customers.

Challenges

• Hundreds of past applicants
• Manual outreach was too slow:
  • 200+ calls/day target not realistic with human-only teams
• Needed deep, structured data:
  • New requested amount
  • Updated employment/income
  • Personal profile details
• Conversations had to be:
  • Professional
  • Compliant
  • Reassuring (no "script-bot" vibes)

What We Built

1. AI-Powered Outbound Caller

• Contacts 200+ people per day
• Asks:
  • The amount they're looking for now
  • A structured series of eligibility questions
  • Any updates since their last application
• Handles:
  • Objections
  • Concerns
  • Clarifications about process, documents, and approval chances
• Tone:
  • Professional, human-like, non-pushy

2. Smart Conversation Handling

• Responds intelligently to doubts:
  • Why was I rejected before?
  • What do you need from me now?
  • Is this safe / legit?
• Most people didn't realize it was AI, which is exactly the point:
  • Smooth, natural, confident

3. Full CRM Integration

Every call is:

• Logged into their CRM
• Stored with key fields:
  • New requested amount
  • Updated financial profile
  • Call outcome & status

Gives the credit team:

• Clean data for fast assessment
• A prioritized list of serious candidates

Impact

• Significantly higher conversion from an old, "dead" database
• AI enabled:
  • More calls
  • Better answers
  • Zero fatigue
• Pink Loan reported:
  • Stronger results
  • Professional interactions
  • A scalable model for continuous outreach

"200+ calls a day with professional, compliant conversations. Most people don't even realize they're talking to AI - that's the standard we deliver."