Confirm the offer
The agent states the pre-approved amount, tenure, and indicative rate, and confirms it's speaking with the right customer.
Build a voice agentTeams already building with Sarvam
Every detail a loan sales call
depends on, handled in one call
Text to speech, voice library, multi-speaker separation, lip-sync and the APIs behind them.
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Identifies the offer
Confirms the pre-approved amount, tenure, interest rate and fees, and knows whether the offer is a personal loan, credit card, top-up or another product.
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Recognises who the customer is
Knows the customer's existing relationship, product holdings and repayment history, and speaks to them in the language they prefer.
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Only quotes what's confirmed
Separates indicative terms from final ones, flags the eligibility checks and documents still required, and only cross-sells what fits the customer's profile.
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Applies your compliance rules
Delivers required disclosures in approved language, respects consent and do-not-call rules, and escalates disputes or restructuring requests to your team.
Confirm the offer, resolve
concerns, close the loan
Answer and resolve concerns
It explains terms, compares against the customer's existing loans, and addresses objections on rate, tenure, or fees, drawing on product and policy data.
Handle the paperwork
Once the customer is ready, it walks through eligibility confirmation and collects the details needed, KYC, income proof, for handoff to your loan origination system.
Build a voice agentClose and hand off
The agent confirms the customer's decision and routes the case to origination and disbursal, or transfers to a person for anything outside its scope, disputes, restructuring, or a customer who asks for one.
Answer a customer's questions
before they commit
Customers often ask about eligibility, documentation, how this compares to other lenders, or what happens if they miss a payment. Connect the agent to your loan policies and product catalogue, and it answers in the same call. It stays within approved language, never confirms final approval or guarantees a rate, and transfers the call when a person needs to take over.
Built around how
people actually talk
Customers describe their concerns in their own words, and the agent works out the rest.
Natural language
No fixed script
Customers raise objections in their own words, on rate, tenure, or trust, and the agent responds to the actual concern instead of reading a script.
Handles hesitation
Room to think
Customers can pause, ask to be called back, or interrupt mid-sentence. The agent detects voicemail and follows up rather than leaving a dead call.
Multilingual conversations
One offer, any language
Customers can discuss their loan offer in Hindi, Tamil or any of 12 Indian languages your base speaks, with rates, fees and terms explained just as clearly in each.
Connected to your systems
Connect Sarvam Voice Agents to the systems that hold the information needed during a sales call.
CRM and customer data
Customer records and product holdings identify the caller and surface which cross-sell offers actually apply to them.
Loan origination and servicing
The agent pulls the pre-approved offer and terms, and pushes the confirmed details once the customer agrees.
Collections and repayment history
Repayment behaviour and collections history inform which offers a customer sees and at what terms, so the agent only pitches what they qualify for.
Payments and disbursal
Once documents are verified, the case hands off to disbursal. Anything outside the agent's scope transfers to a person with full context intact.
One voice agent for every
kind of pre-approved loan
The same Voice Agent adapts to the offer and the customer, from personal loans to business credit.
Present the amount and tenure, explain EMI options, close in one call.
Go live in minutes
Build your agent
Shape the conversation
Built with Genie
Tell Genie you want to build a pre-approved loan sales agent. It creates the agent from scratch, then helps stress test conversation flows before launch.
Connect your knowledge and systems
Connect your loan origination, CRM, and collections systems as tools. The agent uses them to identify the customer, confirm the offer, and capture what's needed for handoff.
Test every scenario
Test how your agent handles rate objections, comparison questions, hesitant customers, interruptions, and requests for a person before going live.
Connect and launch
Give every call a next step
Connect to a phone number
Rent a phone number from Sarvam or connect your existing telephony provider. KYC is required for rentals.
Take it live
Run outbound sales campaigns and close pre-approved offers at scale, then track closed loans and cross-sell revenue on your boards.
Measure results
See where conversations lead
Track every outcome
Track offers presented, loans closed, cross-sell revenue, and calls transferred to a person.
Where sales stall
See the reasons customers didn't accept: rate concerns, tenure preference, comparison with other lenders, documentation hesitancy.
Demand and conversion
Break down conversion by product, customer segment, and language. Review transcripts and compare outcomes across scripts and offers.
Other use cases
See how Voice Agents work across the rest of your calls.
- Explore
Appointment booking
Book, reschedule, and cancel appointments over the phone
- Explore
Cart abandonment
Recover abandoned carts with voice calls that resolve concerns
- Explore
Lead qualification
Qualify inbound leads before they reach sales
- Explore
Order status
Answer order, delivery, return, and refund calls in one conversation
Enterprise-ready, built for privacy
Security & privacy
Enterprise-grade security
Protect production voice workflows with ISO 27001:2022 and SOC 2 Type II certified infrastructure.
- Information security ISO 27001:2022 Certified
- Controls attestation SOC 2 Type II Certified
Built for privacy
Keep conversations and business data private, with control over how your agent uses context and memory.
Conversation data
Protected by default
Private
- Context
- Configured by you
- Memory
- Private
- Transcripts
- Protected
See every loan sales outcome Track offers presented, loans closed, cross-sell revenue, and where sales stall
See every loan sales outcome
Track offers presented, loans closed, cross-sell revenue, and where sales stall