Use Cases
Credit Advisors
No loan enquiry goes unanswered
Clients call with questions about mortgages, personal loans, and financing options - often when the advisor is in a meeting with another client or after office hours. Every missed call is a potentially lost commission. Calligator answers every call, collects information about the client's needs and contact details, so no enquiry ends up with a competitor.
- Handle loan enquiries 24/7 - including evenings and weekends
- Answer initial questions about loan types and conditions
- Capture details of interested clients from every call
- Don't lose clients when the advisor is in a meeting or at the bank
- Schedule callbacks - the client doesn't wait, the enquiry doesn't get lost
When does Calligator answer for your office?
Advisor in a meeting
You're in a client meeting about a mortgage while two people call about personal loans. You can't pick up. Calligator answers both calls, collects the details - loan type, amount they're looking for, contact info - and gives you a ready list to call back.
Evening call
It's 8 PM. Someone just found a flat and is looking for mortgage information. The office is closed. Instead of a missed call and a contact with another advisor - Calligator answers and captures the client's needs. By morning, you have a ready contact from someone looking to buy a property.
Ad campaign
You've just launched a Facebook ad and the phone rings non-stop. You can't keep up because you're also serving clients on-site. Calligator handles the calls you can't answer - every prospect leaves their details and lending needs. No campaign lead goes to waste.
Common questions - Calligator for financial advisors
Can Calligator give financial advice?
No. Calligator doesn't provide financial advice - it collects information about the client's needs (loan type, approximate amount, contact details) and passes it to you. Advisory and creditworthiness analysis is on your side.
Can Calligator schedule a consultation?
Calligator captures the client's scheduling preferences and passes them to you. Final appointment booking is on your side, so you stay in full control of your calendar.
How does Calligator know my product offering?
During setup, you provide information about the types of loan products you offer and basic terms. Calligator uses this in conversations with prospects.
Is client data secure?
Calligator passes data exclusively to you - via call summary to your email. No client information is shared with third parties.
Ready to stop losing customers?
Start answering every call - today. Sign up in one minute.