How do I connect my lending platform to other systems?

Loan origination, servicing, and collections data often sits in one system while your CRM, marketing, and support tools live elsewhere. Manually copying information between these platforms leads to slow responses, duplicate entries, and missed opportunities. A connected setup keeps loan details current everywhere and lets your team spend time on high-value decisions instead of data entry.

Chatref acts as the intelligent glue. Its AI agents read your uploaded loan management documentation to answer borrower questions accurately. Meanwhile, custom actions let those same agents interact with the APIs of your lending platform, CRM, or any other tool. Whenever a borrower asks about their loan status or updates their details inside the chat widget, the agent can automatically push that information to your CRM, trigger a workflow, or sync records in real time.

To connect loan management to CRM, you configure custom actions in Chatref that point to your CRM’s REST endpoints (for example, Salesforce, HubSpot, or any platform with a public API). The AI agent already understands your lending data because it’s trained on your own documentation via the knowledge base. When a lead asks a question, the agent captures the relevant details, then fires the custom action to create or update a CRM contact, deal, or task—all inside the same conversation. This removes the gap between capturing a lead and having it appear in your pipeline.

Automate loan data sync by setting up custom actions that read and write between your loan management system and other tools. For example, an AI agent can trigger a sync every time a borrower submits a document or requests a payoff amount. The agent retrieves the needed information from your platform’s API, confirms it with the borrower, and updates the external system—like a servicing platform or a bookkeeping tool—automatically. Because Chatref uses your own docs as the source of truth, every action stays consistent with your policies and data definitions.

How do I connect my lending platform to a CRM?

Configure a custom action inside Chatref that calls your CRM’s API. The AI agent captures borrower details during a chat and uses that action to create or update CRM records automatically. You only need to provide the endpoint URL, authentication, and field mappings; no code or middleware is required.

What APIs are available for lending platforms?

Most lending platforms offer REST APIs for loan status, borrower data, documents, and payments. Chatref’s custom actions work with any authenticated REST endpoint, so you can connect to the specific APIs your lending system exposes. Consult your vendor’s developer documentation for endpoint details.

Can I automate loan data synchronization?

Yes. With custom actions tied to your loan platform’s API, Chatref’s AI agents can trigger reads and writes whenever a borrower provides new information or requests a data update. The agent uses your knowledge base to verify context, then pushes or pulls data to keep systems in sync—all without manual intervention.