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Instantly answer loan commission questions

Chatref deflects repeat questions about commissions using your own content. Scale support without adding headcount.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Support keeps answering the same basic commission questions over and over.

Slow onboarding

New users can’t find the exact next step in your help docs and give up.

Regional complexity

Keeping up with commission structures across regions is hard.

Manual calculations

Calculating commissions manually slows down payouts.

Deflect repeat questionsSpeed up time-to-valueCover every region with one set of docsTurn chats into insights

The Chatref solution

Keep answers alive during commission changes.

Fig. 1 · Keep answers alive during commission changesAI answers loan commission questions from your own rules – no guesswork or dead ends

A salesperson asks about a new commission rule. AI pulls the exact answer from your docs and calculates their payout in chat. They close more deals – no queue, no wait, no lost productivity.

Real questions

What Chatref answers here.

'How do I switch CRMs?' – answered instantly from your docs.

'Where’s my data?' – resolved in chat with one click.

Capture leads from customers asking about CRM moves.

Insights show where your migration docs need work.

Loved by support teams

Teams cut repeat questions by half

How SaaS teams scale support without adding headcount

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.

Northwind Analytics

Chatref answers commission questions instantly from our own guides – no more made-up responses. Our team only sees the cases that need a person.

Pinehook

One set of content now handles every region and time zone. Commission questions don’t pile up overnight anymore.

Cardinal CRM
68%

of import questions answered before they reach the team

Chatref turns commission questions into insights for product improvements. We fix gaps before they become support headaches.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content cause wrong answers?

You pick what to import. Start with your best guides, then use insights to update what’s stale. Your AI only answers from your content – so you control accuracy.

How fast is setup during migration?

Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.

Does it work with content in different formats?

Yes. It handles help docs, guides, site pages, and files – all from one set of imported content in any language.

Is my old content kept private?

Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares data.

Will customers notice the change?

No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster and more consistent.

Can it answer questions about our import format?

Yes. It pulls answers straight from your import guides, so users see the exact steps you provide.

What happens with failed imports?

It lists common issues from your docs and hands off to your team with full context for anything unusual.

Does it assist with field mapping?

Yes. It guides users through matching columns to fields using the rules in your documentation.

Deflect repeat loan commission questions – free start

Paste your help docs and let AI answer instantly. Try it free today.

Part of Chatref for Lending Platform Support · Financial Services hub · pricing.