Keeps the conversation open
Follow-up continues after the initial enquiry instead of relying on the customer to come back first.
A finance enquiry that goes quiet is not necessarily a lost sale. It might be waiting on a document, a second thought, or simply nobody following up. This keeps the conversation moving without making a credit decision or giving regulated advice; those stay with your authorised team.
MANAGED SERVICE · DELIVERY TECHNOLOGY BY ANVELO
Follow-up continues after the initial enquiry instead of relying on the customer to come back first.
The service supports the conversation and gathers agreed information; it does not make lending decisions or give regulated advice.
Anything requiring a credit decision, affordability check or regulated judgement goes to an authorised person.
No. It supports communication and gathers information the customer has agreed to provide. Lending decisions, affordability checks and regulated advice stay with your authorised finance team.
Potential vulnerability and other sensitive situations are built into the escalation design, so a trained person takes over rather than the automation continuing.
Discovery maps your current credit-check facility, systems and responsibilities before any workflow is proposed.
See incomplete finance application follow-up for the specific case of applications that stalled before a decision was reached.
Dealership Lead Follow-Up