Eight steps from enquiry to disbursement
FinAI prepares, your team reviews, the lender decides.
The workflow
Capture Lead
Leads arrive from website forms, partners, referrals or manual entry and land in a single pipeline.
Who: Your team / PartnerResult: A lead record with its sourceFinAI Qualification
FinAI summarises the enquiry, scores intent and lists missing details for follow-up.
Who: FinAI + Your teamResult: A qualification noteDocument Collection
Applicants upload documents to a checklist; FinAI reads them and reminds about gaps.
Who: Customer + FinAIResult: A complete, readable fileEligibility
Applicant details are compared with indicative lender criteria. This is a screening aid, not an approval.
Who: FinAI + Your teamResult: Indicative eligibility and concernsLender Matching
Lenders whose stated criteria fit the case are shortlisted, with reasons.
Who: FinAI + Your teamResult: A shortlist of banks and NBFCsHuman Review
A person reviews the complete file, corrects AI output and decides what to submit.
Who: Your teamResult: A reviewed, submission-ready caseBank/NBFC Processing
The lender appraises the case, may raise queries and makes the final approval decision.
Who: LenderResult: Queries, sanction or decline from the lenderDisbursement Tracking
Your team tracks sanction and disbursement; commissions are calculated against the disbursed amount.
Who: Lender + Your teamResult: Disbursement record and payout entry