AgentPro Enterprise 2.0
Stop Lead Drop-Offs & Convert Faster
Empowering banks, DSAs, and loan brokers. AgentPro combines 24/7 AI Loan Advisory with secured document verification, hybrid human agent toggle, end-to-end case tracking, and outreach workflow analytics.
Intelligent BFSI Workflow & Case Operating System
AgentPro Enterprise 2.0 — Stop Lead Drop-offs & Convert Faster
Designed specifically for lenders, DSAs, and financial advisors. AgentPro combines 24/7 AI financial consulting, cloud-secured document verification, human agent override, and full case lifecycle tracking to maximize case conversion.
24/7 AI Loan Advisor & Instant Lead Capture
Never drop a prospect again. Our embedded AI acts as a professional loan consultant—answering queries, capturing borrower data, assessing financial eligibility, and pre-qualifying leads round-the-clock.
Hybrid Human Takeover & AI Toggle
Seamlessly toggle between automated AI advisory and direct human intervention for high-value clients, ensuring personal care whenever complex cases demand agent guidance.
Secure Cloud Document Verification
Collect, review, approve, or reject customer KYC, income proofs, and bank statements directly in a 100% encrypted cloud vault with real-time customer status updates.
End-to-End Case Management & History
Track the entire case journey from initial lead assignment to work history logs, status updates, automated follow-up reminders, and ultimate loan sanctioning.
Outreach Workflows & Performance Analytics
Run targeted broadcasts to nurture customer trust and promote tailored loan offers. Track campaign success with live metrics: Sent vs. Delivered vs. Responses.
Multi-Region Calculation Engines
Built-in financial logic supporting localized metrics: India (FOIR/CIBIL), USA (DTI/FICO), Australia (HEM/Equifax), Singapore (TDSR/CBS), and UK (LTI/Experian).
2m 30s • Intelligent Workflow & Case Management Overview
Enterprise Feature Suite
AgentPro Enterprise Operating Modules
Purpose-built infrastructure to eliminate lead leakage and accelerate credit origination.
24/7 AI Loan Advisor
Conversational WhatsApp AI that engages prospects instantly, qualifies borrower intent, collects dynamic attributes, and delivers real-time eligibility pre-assessments.
Hybrid Human-in-the-Loop Override
Seamlessly toggle between fully automated AI advisory and direct human intervention per customer case to provide personalized support on high-value loans.
Encrypted Cloud Vault & Doc Verification
Bank-grade cloud document repository for automated collection, inline review, and secure approval/rejection workflows for KYC, income tax proofs, and bank statements.
End-to-End Case Management OS
Complete visibility into the loan journey—from lead assignment to audit-ready work logs, automated milestone follow-up reminders, and final sanctioning.
Outreach & Nurturing Engine
Run targeted multi-channel campaign workflows to build borrower trust, broadcast special rate offers, and accelerate top-of-funnel lead conversion.
Outreach Analytics & Conversion Metrics
Real-time telemetry tracking for every campaign workflow with deep visibility into Sent vs. Delivered vs. Engaged Response metrics.
Multi-Jurisdiction Underwriting
Global Regulatory & Eligibility Compliance
AgentPro Enterprise dynamically adapts borrower risk models, debt servicing calculations, and credit bureau checks based on regional banking standards.
India
INR (₹)FOIR, LTV & CIBIL / Experian
Fixed Obligation to Income Ratio enforcement aligned with RBI guidelines and Indian PSU/Private bank eligibility frameworks.
United States
USD ($)Front/Back-End DTI & FICO
Automated Debt-to-Income evaluations, complex W-2/1099 income verification, and Fannie Mae/Freddie Mac conforming guidelines.
Australia
AUD ($)HEM Benchmark & Equifax
Household Expenditure Measure living expense validation and APRA-compliant debt servicing buffers.
Singapore
SGD ($)TDSR, MSR & CBS Rating
Monetary Authority of Singapore (MAS) regulatory checks enforcing 55% Total Debt Servicing and Mortgage Servicing Ratios.
United Kingdom
GBP (£)LTI Cap (4.5x) & Experian
FCA-compliant Loan-to-Income stress testing and strict mortgage affordability assessment frameworks.
Tailored Enterprise Deployment
Architected for Your Scale & Compliance Needs
AgentPro Enterprise 2.0 integrates seamlessly with your existing LOS, CRM, and banking core. Choose the deployment model that fits your operational volume.
Professional
Ideal for growing DSAs and loan brokerages scaling outreach and lead conversion.
- 24/7 AI Loan Advisor & Eligibility Engine
- WhatsApp Campaign & Outreach Tracking
- Cloud Document Verification Vault
- Hybrid AI / Human Agent Toggle
Enterprise Suite
Designed for mid-to-large lenders and banks requiring LOS integrations and multi-lender routing.
- Everything in Professional, plus:
- Custom Core LOS / CRM API Connectors
- Multi-Region Ratios (FOIR, DTI, TDSR, HEM)
- Multi-Lender Smart Application Routing
- Dedicated Success Manager & 24/7 SLA
Custom / On-Premise
For tier-1 banks requiring private cloud deployment, dedicated databases, and strict localized compliance.
- Everything in Enterprise Suite, plus:
- Private Cloud (AWS / GCP / Azure) or On-Premise
- Sovereign Data Storage & Custom AI Fine-Tuning
- Custom Audit Logs & Security Architecture