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Who We Serve

Made for Lending & Leasing Teams

Direct Lenders

Banks

Credit Unions

Mortgage Lenders

Online Lenders

Personal Loan Lenders

Indirect Lenders

Mortgage Brokers

Original Equipment Manufacturers

Auto Dealers

Leasing & Finance Providers

Auto Leasing Companies

Equipment Leasing Providers

Captive Finance Arms

Focus Areas

Customer Segments We Support

Prime Userbase

Sub-Prime Userbase

Experience zone

Try It for Yourself

     
     
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    Loan Origination

    Fast-Track Approvals & Reduce Manual Work

    Collect, verify, and qualify applications automatically - from first inquiry to funded loan.
    AURA - Loan Origination AI Agent
    AURA - Loan Origination AI Agent

    Conversational AI

    Chat AI

    Voice AI

    SMS/Text AI

    Email AI

    • Captures every loan application effortlessly — removing manual data entry, reducing delays, and accelerating processing.
    • Answers applicant questions instantly to prevent drop-offs and clarify loan terms before confusion causes abandonment.
    • Verifies eligibility automatically, ensuring only qualified applicants advance through the approval process.
    • Guides applicants step-by-step to eliminate costly errors and incomplete submissions.

    Cut Origination Time by 65% & Increase Conversions by 35%

    AI Workspace

    Real-Time Assist

    Copilot

    Two-Way Texting

    Real-Time Translation

    Live Chat

    • Auto-fills forms instantly from conversations and uploaded documents to reduce manual entry.
    • Provides quick access to lending policies, credit rules, and DTI limits within the same workspace.
    • Recommends the best loan products automatically based on applicant credit, income, and purpose.

    Increase Team Productivity by 25%+

    AI Workflows

    Triage

    Route

    Resolve

    • Extracts key data from loan applications, IDs, and bank statements instantly.
    • Validates borrower information against internal and external data sources for accuracy and compliance.
    • Routes customer or borrower queries automatically to underwriting, risk, or servicing teams for faster resolution.
    • Populate loan origination & servicing platforms.

    Reduce Delinquency Rates by 40%+

    Loan Servicing & Collections

    Elevate Borrower Experience & Maximize Collections

    Deliver proactive, compliant, and empathetic support that keeps borrowers on track and payments on time.
    LEXI - Loan Servicing AI Agent
    LEXI – Loan Servicing & Collections

    Conversational AI

    Chat AI

    Voice AI

    SMS/Text AI

    Email AI

    • Automates payment reminders, account updates, and follow-ups to keep borrowers informed and payments on time.
    • Detects delinquency early with proactive outreach and escalation workflows that protect revenue and compliance.
    • Streamlines collections, negotiations, and payment plans while maintaining positive borrower relationships.
    • Ensures 24/7 support across languages and channels — resolving inquiries, clarifying terms, and reducing call volumes.

    Win Back 55% of Dropped-off Loan Applicants

    AI Workspace

    Real-Time Assist

    Copilot

    Two-Way Texting

    Real-Time Translation

    Live Chat

    • Retrieves account and loan details instantly to speed up borrower interactions
    • Resolves payment disputes and return reasons with clear, policy-based explanations
    • Guides fee waiver and exception decisions in alignment with internal policies

    Recover 4x More Past-Due Accounts

    AI Workflows

    Triage

    Route

    Resolve

    • Send customer queries to servicing teams
    • Populate servicing platforms
    • Auto-compile reports for compliance officers

    Lower Service Costs by 60%

    No-Code Platform

    See What UNO Can Do

    LLM-powered workflows. Cognitive search. Seamless integrations. Flexible deployment.

    Play

    Voice-Based AI Copilot for Collections

    Play

    Floatbot GenAI-Powered Chat-based AI Agent Assist
    testimonials

    Hear What Our Clients Say

    "My experience interacting with LEXI was really good, she was empathetic and fully compliant. You've got all these low –balance accounts, out-of-state debts that are really hard to work. This is perfect solution for that because it doesn't involve agents. You reduce your costs, and it's compliant too. It just makes sense- absolute sense"
    Greg

    Greg Johnson

    Chief Technology Officer
    InterProse

    Play Video
    “Floatbot’s compliance-first approach and fast response time have made a noticeable impact within just a few days of implementation. The team is highly proactive, promptly acting on feedback to meet our needs!”
    Stacy

    Stacy Stein

    Managing Attorney
    Mountain Peak Law Group, PC

    "Floatbot team did a phenomenal job understanding our requirements and helping us launch our Voice AI Agent. Now, we are looking to widen the scope of our AI Agent to facilitate other services, including PTP (Promise to Pay). Our partnership with Floatbot has been great so far. We are also experimenting with WhatsApp, SMS, and Web AI Agents to help us reach a large number of our consumers. Floatbot has one of the best analytics capabilities we've seen among vendors so far. We are excited to continue expanding our AI journey with Floatbot"
    Andy Mata

    Andy Mata

    Senior Vice President
    Tricolor Auto Group, LLC

    "We collaborated with Floatbot to implement an AI solution for a Collection Agency customer. We worked together to develop a smart AI agent that helps make our customer more profitable by reducing costs. The Floatbot team has been very supportive, ensuring all requirements are addressed and timelines are met. Their platform is excellent, and we feel confident recommending the solution to our customers"
    Andy

    Andy Day

    VP Product
    Broadband Dynamics, LLC

    "I’ve had the opportunity to explore many AI companies, and I can confidently say that Floatbot stands out as the most technologically impressive among them. I’m genuinely excited about the opportunity to collaborate with them in the future."
    Ben

    Ben Fagin

    Chief Financial Officer
    National Credit Management

    Play Video
    "We've been using Floatbot platform since 2022. We started with a basic chat AI Agent, and now we're integrating GenAI to further enhance our customer interactions. We're also in the process of incorporating Floatbot’s Voice AI Agent into our call center, which will help our agents work even better. Overall, our experience with Floatbot has been amazing, and we look forward to enhance our customer experience together!"
    BOI

    Sreemoyee Das

    Manager
    I.T. Department

    "Using Floatbot for our pre-due renewal calls has been great. With just one round of calls, we've successfully engaged 50% of our customers, boosting our collection rates. Without Floatbot, we'd rely heavily on manpower at our call centers which increased operational costs. With Floatbot, we've not only streamlined our processes but also achieved considerable cost savings. We're planning to expand its capabilities by incorporating multiple regional languages and additional features. We aim to have Floatbot handle 50-60% of customer interactions before payment due dates."
    indiafirst

    Pinky Patwal

    Deputy Manager
    IndiaFirst Life Insurance

    "As one of the senior leaders of our service provider organization, I am pleased to share how Floatbot's conversational AI products have transformed our ability to provide exceptional solutions to our customers. By leveraging their platform abilities, we have been able to seamlessly manage end-user interactions across multiple channels including phone, IVR, web chat, WhatsApp, and more."
    Rinoo Rajes's testimonial

    Rinoo Rajesh

    Digital Leader
    Conneqt Business Solutions

    "I have worked closely with the Floatbot team on deploying agent-assist. Floatbot platform exceeded my expectation in identifying the right knowledge article based on the provided inputs. Floatbot team was very responsive and fast in adopting new ideas, which is critical for any innovation-led transformation project.
    We were able to implement the solution 70% faster than other similar solutions I have worked with. In our deployment, we saw a significant improvement in the speed of accessing the correct answers by the users, thereby improving the efficiency and customer satisfaction. With Floatbot, we will be able to push the same agent-assist bot to a customer-facing Chatbot or Voicebot for self-serve, reducing our effort by 60% for future self-serve deployments."
    Sandeep's testimonial

    Sandeep V

    VP Digital Transformation
    Large BPO organization
    NYSE listed BPO organisation

    Achievements

    Trusted. Proven. Recognized.

    Pre-Integrations

    Readily Connects with Tech Stack

    Avaya
    NICE-CXone
    Cisco
    genesys
    five9
    FracTEL
    TCN
    ringcentral
    hodusoft
    Atlassian
    Salesforce
    Oracle
    zendesk
    fortified operations

    Enterprise-Grade Protection

    enterprise grade protection
    Designed to Outperform

    Experience the Floatbot Advantage

    1

    Built Better

    Deeper tech, built with 500K lines of code. FloatGPT, proprietary LLM delivers enterprise-grade performance with zero hallucinations.

    2

    Private, Compliant, Blazing Fast AI

    Private by design and low latency by build. Trained on narrow models to ensure full control and regulatory compliance.

    3

    Every Channel, Every Format

    Go truly multimodal with support for voice, chat, email, SMS, images, documents, and spreadsheets.

    4

    Lending AI, Ready to Go

    Deploy two pre-trained AI Agents built for direct & indirect lenders and prime & subprime userbase – fully integrated for instant value.

    5

    Goal-Driven Analytics

    Scalable insights, cross-platform integrations, and outcome-focused reports.

    6

    One Platform, All your Needs

    Full AI workflow – from first contact to closure with a single vendor that scales as you grow.

    FAQs

    The AI agent sends automated reminders, updates borrowers on due dates, provides payment options, and helps them complete transactions. It ensures timely repayments, reduces delinquency rates, and eliminates manual follow-ups for agents.

    Absolutely. It connects with loan management systems, CRMs, and payment platforms to provide real-time account information. This allows seamless updates, automated workflows, and personalized borrower interactions without switching applications.

    AI provides 24/7 support, faster resolutions, and personalized guidance. Borrowers get instant answers about balances, payments, interest, and loan status, reducing frustration and enhancing trust in the lender.

    Yes. The AI Agent follows lending compliance rules, provides approved disclosures, and avoids prohibited language. It reduces regulatory risks, maintains audit trails, and ensures communications are legally accurate.

    Yes. By automating repetitive servicing tasks and handling large query volumes without additional staff, the AI agent cuts operational costs and improves agent productivity, enabling teams to focus on higher-value work.

    Yes. It supports voice calls, chat, SMS, email, and mobile apps. Borrowers can engage on their preferred channel, and the AI maintains context across interactions for seamless servicing.

    Yes. It guides borrowers through eligibility questionnaires, document submissions, and onboarding steps. It reduces onboarding time and ensures completeness, improving conversion rates for lenders.

    Definitely. The AI Agent scales across consumer loans, auto loans, mortgages, personal lending, and BNPL services. It standardizes servicing processes, reduces errors, and improves borrower engagement for all types of financial institutions.