Deflect loan questions and speed onboarding
Chatref answers from your guides – no generic chatbot fluff. Customers get instant help day or night, in their own language.
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Why it matters
The problem this solves.
Repeat loan questions
Support keeps answering the same basic loan questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
No visibility
Your team has no data on which loan steps confuse customers most.
The Chatref solution
Keep answers alive during onboarding.
A prospect hits a snag during setup and pauses their trial. They ask Chatref. AI pulls the exact next step from your guide. The setup finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help 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 questions in half
How teams keep users moving during onboarding with self-serve guides
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 applications used to stall and land in our queue. Now Chatref walks users through the steps from our own guide, and most finish without us.
Our detailed loan guide used to vanish in search results. Now Chatref pulls the exact steps users need – no more 'how do I apply' emails.
of import questions answered before they reach the team
Users see the exact loan steps from our own docs – not generic advice. Trust in our product went up.
Won’t customers get frustrated if they can't talk to a human immediately?
Chatref resolves most issues instantly. For complex cases, customers seamlessly transition to live chat with full context – no repeating themselves.
How do I know the AI understands our specific loan products?
Chatref only answers from your own content. It learns from your docs, policies, and guides – never generic web data.
What if the AI gives wrong loan information?
Chatref shows its sources. For sensitive cases, it flags human review. You control which answers require approval.
We already use Salesforce for customer support. Why add Chatref?
Chatref specializes in deflecting repeat loan questions before they reach your queue. It works alongside Salesforce to reduce volume.
Won’t importing old content just bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
What if my old 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 imported content.
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.
Deflect loan questions – free start
Paste your guides and let AI answer instantly in your brand’s voice.
Part of Chatref for Mortgage Lending Support · Financial Services hub · pricing.