One record per applicant
Website, ads, aggregators, partner and branch leads land on one timeline with every call, message and meeting.
The problem
Applicants drop off between enquiry and disbursal, and nobody can see where.
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01
Many products, one lead pool. Home loans, personal loans, insurance and investments each need a different specialist.
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02
Applicants compare instantly. A borrower who applies on three platforms goes with the first lender that calls back.
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03
Applications stall on documents. Follow-ups on KYC, income proof and pending steps depend on someone remembering.
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04
Conversations must be on record. Every sales call needs a recording for quality checks, audits and disputes.
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05
Branches, DSAs and partners report differently. Leaders lack one view of the funnel from enquiry to disbursal.
How MetroSales.ai solves it
Everything your team needs, in one platform.
The right product specialist, instantly
Route each enquiry by product, loan amount, city, branch or source, with fallback owners on every rule.
Coverage across shifts and leave
Leads go only to relationship managers on duty, so no applicant waits on an absent rep.
Late-night enquiries, answered
An AI voice agent answers after-hours calls, captures product, amount and city, and lines up the RM's callback.
Keep applications moving
Automated reminders for documents, pending steps and appointments fire as the lead moves from Enquiry to Application to Approval.
Every call recorded and coachable
Record 100% of calls, listen live, whisper guidance to new RMs and conference in credit or operations teams.
Branch meetings on record
RMs log branch walk-ins and doorstep meetings on the spot, linked to the applicant record.
A WhatsApp number per product line
Run loans, insurance and wealth on separate WhatsApp Business Accounts, each with its own templates, under one login.
Offers on WhatsApp, email and SMS
Send pre-approved offers, renewal reminders and rate updates from one console, with failed messages retargeted.
Clean notes after every call
AI summarises each conversation, reads sentiment, updates the record and suggests the next step.
Reactivate dropped applicants
A dropped or rejected applicant who responds to a new offer returns to an RM automatically.
The full funnel in one report
Report enquiries, applications, approvals and disbursals by product, branch, source and RM, scheduled for leadership.
The lead journey
From first enquiry to closed deal.
Step 1 of 6
Capture
A borrower requests a home loan quote from an ad at 10 PM.
Step 2 of 6
Route
The lead reaches the on-duty home loan RM for that city instantly.
Step 3 of 6
Engage
The RM, or the AI agent after hours, calls, checks eligibility needs and sends the document checklist on WhatsApp.
Step 4 of 6
Nurture
Automated reminders chase pending documents and appointments.
Step 5 of 6
Convert
Marvis tracks each application stage and creates the next task until disbursal.
Step 6 of 6
Measure
Leadership sees the funnel by product, branch and source, with drop-off points clear.
Built for your team
One platform, a view for every role.
Business heads
Enquiry-to-disbursal funnel by product, branch and partner.
Sales and branch managers
Call recordings, live coaching and roster-aware assignment.
Relationship managers
One screen for calls, WhatsApp and documents follow-up, with AI notes after every call.
FAQs
Questions from financial services teams.
Something else on your mind? Talk to our team.
Yes. Assignment rules route by product, and each product line can have its own WhatsApp number through Multi-WABA.
Yes. MetroVoice Dialer records every call, so recordings are available for training, audits and dispute resolution.
Set up drips that send reminders at each stage, and auto-reassign leads that stay untouched beyond a set interval.
Yes. When they respond to a new campaign, Re-engage Workflow moves them back to an RM with their full history.
Yes. Capture source on every lead and report conversions by source, partner, branch and RM in MetroInsight Builder.
Other industries
Book a demo
Move more applicants from enquiry to disbursal.
See MetroSales.ai set up for your products in a live demo.