Automatically Qualify and Route Student Loan Refinance Leads
You want to: Sort through a high volume of inbound refinance requests and make sure only high-intent, eligible leads go to your sales advisors.
Your AI agent can: Pre-qualify leads based on company criteria, confirm interest, and book appointments or transfer calls when human follow-up is needed.
What can this AI Agent help you achieve?
Focus your sales team
Filter out ineligible or low-priority leads
Boost conversion rates
Prioritize and route high-intent callers
Faster speed-to-lead
Schedule appointments in real time
Use the agent when:
- You’re receiving high volume of graduate/student refinance inquiries
- Your sales team is spending too much time manually qualifying
- You want to improve appointment booking rates from inbound traffic
What you need:
- Lead qualification rules (income range, credit score, location, loan amount)
- Routing logic for eligible vs ineligible callers
- Calendar integration or warm/handoff process
How to set it up:
Trigger it:
- Trigger on inbound calls via landing page or outbound dialer campaign. Use CRM field matching and API checks.
What it says (Sample dialogue)
“Hi [First Name], I see you’re looking to refinance a student loan. I can help with that—just a few quick questions to check eligibility.”
What it does next:
- Screens for basic eligibility (e.g. employment, loan type, location)
- If qualified, books time with a human advisor
- If unqualified or unclear, transfers to support or exits gracefully
Setup prompt template
Setup Prompt Template
Objective:
Ensure advisors focus only on refinance leads with high conversion potential and pre-book meetings where possible.
Scope:
✅ Should: Qualify, schedule, warm/blind transfer
❌ Shouldn’t: Provide financial advice, make lending decisions
Tone and Style:
Friendly, professional, reassuring (targeting recent grads who may be anxious about finance)
Key Phrases to Use:
- “I’ll just check a few quick things to see if you’re eligible.”
- “Sounds like you may qualify—let’s book you in.”
Required Actions:
- Greet with customer’s first name
- Ask eligibility questions: loan type, income, location
- If yes → tag in CRM, offer booking
- If unclear → transfer to human or collect callback info
Escalation Rules:
- Escalate if caller is unsure about key details (e.g. loan provider)
- Route to human if system can’t determine eligibility
- Retry if call disconnects before screening is complete
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