24/7 support that scales with your lending platform
Chatref answers customer questions instantly from your own guides – no waiting, no agents. Hand off to humans only when needed.
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Why it matters
The problem this solves.
Slow loan processing
Customers wait too long for help with their loan applications.
Support backlog
Tickets pile up when demand spikes, leaving customers frustrated.
Inconsistent support
Keeping docs updated and support consistent across regions is challenging.
Repeat questions
Agents waste time answering the same basic loan questions repeatedly.
The Chatref solution
Scale support without adding headcount.
A borrower gets stuck on a loan form. They ask Chatref. AI pulls the exact next step from your guides. The form completes. They submit – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your own docs – no training.
Resolve ‘Where’s my data?’ in chat with one click – no emails.
Capture leads from CRM migration questions.
Fix gaps where customers get stuck.
Under the hood
The features that power it.
Loved by support teams
Teams cut support tickets by half
How businesses deflect repeat questions before they reach your team
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Chatref answers 90% of loan questions from our own guides – no more repeat emails about interest rates or deadlines.
Users get instant answers outside business hours. Our team handles only the complex cases that need a person.
of import questions answered before they reach the team
One set of content now supports every region and language. Support is consistent no matter where users are.
Won’t outdated content confuse customers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.
How fast is setup?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.
Does it work with multiple languages?
Yes. It answers across languages from one set of imported content – keeping your whole team covered.
Is my content kept private?
Yes. Your content stays yours. Chatref only answers from what you import – never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle import format questions?
Yes. It pulls answers straight from your import guides, showing the exact steps your team wrote.
What if imports fail?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It walks users through matching columns to fields using the rules in your documentation.
Keep your lending platform support running 24/7 – free
Start for free and let AI answer questions instantly from your own guides.
Part of Chatref for Lending Platform Support · Financial Services hub · pricing.