Scale loan support as your product grows
Answer repeat questions instantly from your own guides. Humans step in only when needed, with full chat history.
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Why it matters
The problem this solves.
Repeat loan questions
Your team answers the same basic loan questions every day.
Slow customer support
Customers wait too long for answers about your loan products.
Content updates
Keeping loan docs updated across regions is a hassle.
Growing support demands
Support tickets pile up as your loan products grow.
The Chatref solution
Scale loan support without adding headcount.
A borrower gets stuck on a loan application detail. They ask Chatref. AI pulls the exact next step from your guide. The app completes. They submit – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do loan terms work?’ from your guides – instantly.
Resolve ‘What fees apply to my loan?’ without human help.
Handle ‘How do I apply for a loan?’ with custom actions.
Capture leads from customers asking about loan options.
Under the hood
The features that power it.
Loved by support teams
Teams cut loan support costs in half
How Chatref turns your own guides into instant, accurate answers for every user
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.
Our loan application guide used to get buried in search results. Now Chatref pulls the exact steps users need – no more 'how do I apply' emails.
Users get the exact loan terms from our own docs – not generic advice. Trust in our product went up.
of import questions answered before they reach the team
One set of loan guides now handles every region and time zone. Questions no longer pile up overnight.
Won’t importing old content bring in outdated answers?
You pick what to import. Start with your best guides, then use insights to spot updates needed. Your AI only answers from what you give it – so you control what’s current.
How long does setup take during migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
What if my content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of content – so your whole team stays covered.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Will customers notice the migration?
No. Your AI answers in your brand’s voice using your content. Customers get the same help they always did – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps you wrote.
What if imports fail?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Will it help with field mapping?
Yes. It walks users through matching columns to fields using the rules in your documentation.
Scale loan support – free start
Add your guides and let AI handle repeat questions in your brand’s voice.
Part of Chatref for Lending Platform Support · Financial Services hub · pricing.