How do you set up loan processing software?

Start by adding the documents that define your lending operations. Upload your loan product guides, underwriting policies, rate sheets, FAQ pages, and even your website sitemap. Chatref ingests everything and builds a knowledge base that grounds every response in your actual terms and procedures – not generic guesses. The onboarding flow walks you through connecting sources in minutes, so your loan software setup is immediate and accurate.

Turn chat into an operational tool by adding custom actions tailored to lending. You can build flows that collect borrower details (loan type, credit score range, co-signer info), check application status, or trigger a document request – all inside the chat widget. This lets you configure a loan management system that resolves common tasks automatically, reducing manual back-and-forth. Custom actions work with Chatref’s tool-calling so the agent can gather what’s needed and pass it to your support team with full context.

As borrowers interact, Chatref automatically and manually applies conversation tags – think labels like “rate enquiry,” “missing document,” “co-signer question,” or “pre-approval.” Tags help you sort the inbox, identify trending issues, and build insights into what borrowers are actually asking. This organization makes configuring a loan management system an ongoing process, not a one-time event, because you see what to refine and where to improve your knowledge base.

Use workspaces to keep your loan processing support clean and multi-tenant. A workspace can represent a specific branch, a product line (mortgages, auto, personal), or a partner lender. Each workspace has its own agents, knowledge base, and analytics, yet shares the same account. This makes loan software setup scalable – you can spin up a new workspace for every loan product without mixing data or permissions.

Drop Chatref’s widget onto your customer portal or application page. The agent instantly starts answering from your uploaded documents, collecting leads, and tagging conversations. The shared inbox lets your loan officers step in when a human touch is needed, seeing the full thread. You pay only for what you use – $50 free credit gets you started, and idle costs nothing. No contracts, no per‑seat fees, just your loan processing software running on demand.

What are the steps to set up loan processing software?

The key steps are: (1) onboard your loan guides, policies, and site content; (2) configure custom actions to handle borrower account tasks; (3) apply conversation tags to organize and analyze inquiries; (4) set up workspaces for different loan teams or products; and (5) go live with the widget. The entire loan software setup is no‑code and guided, so you can be answering questions within minutes.

How do you configure a new loan management system?

Configure it by adding custom actions that mirror your lending workflows – collect applicant details, check status, or request forms. Then organize the team with workspaces so each loan product or branch has its own agents and knowledge. Conversation tags help you continuously refine the system. Chatref’s onboarding carries you through the initial setup, and you can revisit settings anytime.

Can you import existing loan data into the software?

Yes, you can import your existing lending documentation into Chatref. Upload PDFs, point to URLs (like your help center or product pages), add sitemaps, or paste plain‑text policies. The platform uses all this content to build the agent’s knowledge. You aren’t migrating actual borrower loan databases – you’re giving the AI the rules and answers it needs to support borrowers accurately.