💰 SwiftDesk for Personal Loan Industry

From Lead to Disbursal — SwiftDesk Powers Every Borrower Interaction.

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Accelerating borrower verification, conversion, and retention through intelligent voice operations.

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The Problem

Slow lead response time from ad or partner sources.

Unverified or incomplete applications.

Missed document or KYC reminders.

Manual EMI or payment follow-up tracking.

Low visibility into agent performance and call compliance.

SwiftDesk Solution

SwiftDesk creates a 360° borrower communication framework, ensuring speed, accuracy, and compliance at every stage — from application to repayment.

SwiftDesk Delivers:

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Instant lead verification and qualification.

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Document & KYC submission reminders.

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Offer confirmation and disbursal coordination.

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EMI payment reminders and collection follow-ups.

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AI-based call monitoring and compliance scoring.

Core Service & Use-Case

Service / Use Case	Description
Smart Lead Filtering	Verify genuine loan leads from digital sources.
Event Reminder	Send document, KYC, or payment reminders.
Follow-Up Calls	Nudge pending applications or unresponsive borrowers.
Feedback Collection	Capture borrower experience post-disbursal.
Onboarding Calls	Guide approved borrowers on EMI schedules and app usage.

Key Benefits

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3× faster lead verification from ad or partner sources.

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45% improvement in document submission rates.

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30% reduction in overdue EMI calls.

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100% compliance monitoring via STT and rule-based QA.

Frequently Asked Questions (FAQs)

General Questions

What is SwiftDesk?
SwiftDesk is an outbound calling solution that provides trained telecallers for businesses. You provide the data, and we call on your behalf to qualify leads and deliver interested users.

Do you provide lead data?
No, we do not provide lead data. You must arrange the data, and we will handle the calling process.

Do you help in sales conversion or closing deals?
No, we only qualify leads and provide interested users. The sales and closing part remains your responsibility.

What do I need to do after providing the data?
You just need to provide the data. We handle everything else – training callers, creating scripts, and making calls. You can track everything through your portal.

Calling & Process Related

How many calls per day do you provide?
We provide 200 calls per day per seat.

Do "No Answer," "Follow-up," and "Answered Calls" count in 200 calls?
Yes, all call attempts, including no answer, follow-ups, and answered calls, are counted within the 200 calls limit.

Can I run campaigns for 2-3 different products at the same time?
Yes, you can run campaigns for multiple products simultaneously.

If a lead is contacted once, will it be called again?
Yes, you can decide how many times a lead should be contacted.

In which languages are your callers available?
Currently, we have callers available in Hindi and English.

Tracking & Quality Assurance

Can I track my data after submitting it?
Yes, we provide a personal portal where you can track your data, view call status, and monitor lead performance in real-time.

How will I know what the caller and customer discussed?
Every call is recorded, and you can access call recordings in your portal.

What is the experience level of your callers?
Our callers have 1+ years of experience in outbound calling.

How do you ensure call quality?
We use real-time monitoring, call audits, and recording analysis to maintain high-quality calling standards.

Technical & Platform Integration

How can I upload leads?
You can add data in three ways:
1️⃣ CSV Upload
2️⃣ Meta Ads Integration
3️⃣ API Connection

Does SwiftDesk integrate with CRM systems?
Currently, we support outbound API integration with Google Sheets and LeadSquare.