Turn your docs into an AI loan support agent
Open-source lending tools get smarter. Deflect repeat questions, onboard faster – all from your own content.
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Why it matters
The problem this solves.
Repeat loan questions
Your team wastes time answering the same questions about loan processing over and over.
Slow onboarding
Customers can’t find the exact next steps in your docs and get stuck.
Outdated docs
Keeping loan processing guides updated across regions is time-consuming.
Support backlog
As your product grows, support tickets pile up faster than you can hire.
The Chatref solution
Keep loan support scaling with your platform.
Your loan platform grows. The same 3 questions repeat daily. AI answers them instantly from your docs. Humans handle only the cases that need a person. Scale support without adding headcount
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old docs – no new training.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture warm leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Real teams cut loan support questions in half
How AI loan management guides keep users moving without 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.
Loan processing questions dropped by 80% after we connected Chatref to our guides. Users get instant answers – no more waiting for our team.
Our onboarding time halved. Chatref walks users through loan management steps from our own docs, cutting setup errors by half.
of import questions answered before they reach the team
Chatref captures and converts more leads from support chats. Users ask about loans – we follow up with personalized offers.
Won’t outdated content give bad answers?
You pick what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it – so you control what’s current.
How fast is setup during a migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
Does it work with content in different formats or languages?
Yes. Chatref handles 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 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 change?
No. Your AI answers in your brand’s voice using your content. Customers get the same consistent help – 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 something goes wrong with imports?
It lists common reasons from your docs and hands off to your team for anything unusual.
Will it help with field mapping?
Yes. It walks users through matching columns to fields using your documentation.
Turn your docs into an AI loan support agent – free start
Paste your help docs and let AI handle loan questions instantly in your brand’s voice.
Part of Chatref for Lending Platform Support · Financial Services hub · pricing.