CASE STUDY / LENDING COMPANY

Automated borrower calls without missed follow-ups.

Lunastra built a voice agent system that calls new borrowers, confirms key loan details, updates Google Sheets, and keeps the next touch moving automatically.

Automated borrower sequence
01
Client created

New borrower enters the welcome queue.

02
Welcome call

AI confirms payment date, terms, deadline, and autopay.

03
Update Sheets

Call outcome and borrower info sync back to the team.

04
Follow-up queued

Missed calls, voicemails, and handoffs get the next action.

Dashboard view Calls, outcomes, borrower status, and follow-up activity.
70-80 calls per day
3,000+ minutes per month
24/7 uptime
THE SYSTEM

One voice agent, five operational jobs.

01

Outbound welcome calls

Walks borrowers through loan amount, first payment date, payment terms, deadlines, autopay options, and contact updates.

02

Inbound account support

Answers common loan and account questions, updates borrower information, and routes payment or autopay requests.

03

Scheduled follow-ups

When a borrower misses the call or reaches voicemail, the next touch is scheduled without relying on someone to remember.

04

Google Sheets sync

Borrower details, call outcomes, follow-up statuses, and updated account data are written directly into the existing workflow.

05

Custom dashboard

Daily call activity, borrower statuses, call outcomes, follow-up activity, updated customer information, and performance live in one view.

BEFORE / AFTER

From manual borrower outreach to a scalable call engine.

Before

  • Employees manually called borrowers after loan signup.
  • Outsourced reps handled repetitive welcome outreach.
  • Missed calls and voicemails required manual follow-up.
  • Tracking lived in manual updates with limited visibility.

After

  • AI agents handle 70-80 calls per day.
  • More than 3,000 voice minutes run each month.
  • Follow-ups are automatically scheduled.
  • Google Sheets and the dashboard stay current.
Borrower communications Today
Welcome calls 76
Follow-ups scheduled 18
Borrower records updated 54
Human transfers 6
THE IMPACT

A repetitive phone process became a monitored AI operation.

The company no longer had to rely only on manual calling or inconsistent follow-up. Borrower communication became trackable, scalable, and easier to manage from the same places the team already worked.