How do I set up a lending platform for my business?

Sign up at app.chatref.ai — every account gets $50 in free credit with no credit card needed. Point Chatref at your document sources: upload PDFs of lending policies, rate sheets, or application checklists; paste URLs of your loan product pages; or submit a sitemap. The platform indexes everything automatically, so your AI agent can answer questions immediately. This turns your existing loan management software setup into a self-service knowledge hub without any technical work.

Once your content is in place, make the chat widget feel native to your lending brand. Set the primary color to match your logo, upload your own icon, and write a welcome message that reflects your loan services (e.g., “Ask us anything about rates, applications, or requirements”). These controls are on every account — no extra charge for branding removal and no feature gates. A lending software configuration that looks professional builds trust with applicants.

Your team can monitor every chat in real time from the shared inbox. Loan officers see the full conversation context, so when an AI agent hands off a complex question — like an unusual eligibility edge case — they step in seamlessly. The shared inbox keeps all discussions in one place, letting you scale support without scaling headcount. The AI handles routine lending platform setup questions, freeing your people for high-value conversations.

A lending knowledge base needs to stay current as products and regulations change. Add new documents or re-sync your sitemap at any time; Chatref re-indexes automatically. You can also retrain agents to prioritize updated content. This keeps answers about interest rates, loan terms, or compliance rules accurate without constant manual review. That’s the power of a knowledge base grounded in your own content, not generic web search.

What are the steps to configure a lending platform?

To configure Chatref for your lending business, follow these steps:

1. Create a free account and claim your $50 credit.
2. Add your lending documents (PDFs, URLs, or a sitemap) via the onboarding flow.
3. Customize the widget brand colors, logo, and greeting.
4. Embed the provided snippet on your website.
5. Test the agent in the live playground.
6. Go live and monitor chats in the shared inbox.
   All features are available immediately — no setup fees or coding.

How long does it take to set up loan management software?

Setting up Chatref’s AI support agent for a lending platform takes less than 10 minutes. The immediate indexing starts as soon as you add documents, and the embeddable widget drops in with one line of code. There is no lengthy training phase — your team can be answering customer questions from the shared inbox the same day.

Can I customize the lending platform for my business needs?

Yes. Every Chatref account includes full brand customization: you can set the widget’s primary color, replace the logo, and rewrite the welcome message. You can also choose which document collections the AI uses, so answers always align with your specific loan products and policies. No extra fee for branding removal — it’s all included from the start.

What support is available during setup?

The product provides guided tooltips and a searchable help center at docs.chatref.ai. For direct questions, our support team responds via email. While the platform is fully self-serve, we’re here to help you get your lending support agent live quickly and confidently.