Verify and hear account status
Zip code and the last four of the SSN, like the portal login. Current callers hear their next payment; past-due callers hear where they stand.
Phone line built · first live calls next
Your borrowers’ account line, answered by voice.
Techelogy Virtual Assistant verifies callers, reads their loan straight from Lendisoft, and walks them through payment details, promises to pay and account updates. It follows your approved script, with the exact compliance wording supplied by code.
- English and Spanish
- Keyed SSN checked by our server
- Verified calls noted in Lendisoft
Inbound callABC Finance · support line
ExampleAssistant Verbatim
For English, say English or press 1. Para español, diga español u oprima el 2.
Assistant Verbatim
Thank you for calling ABC Finance. This call may be monitored or recorded. I’m a virtual assistant…
SSN last 4 keyed hidden · checked by the server, never sent to the AI
Assistant
Thank you. Am I speaking with John?
Caller
Yes, that’s me.
Assistant Verbatim
This is an attempt to collect a debt, and any information obtained will be used for that purpose.
Built from your scriptEach section of the lender’s IVR script mapped to the call flow, with gaps listed openly.
Speech or keypadCallers can talk naturally or press keys on every menu.
Lendisoft-nativeReads and writes through the Lendisoft API. No data copies.
Two languagesEnglish and Spanish, chosen at the start and switchable anytime.
Self-service, by voice
Your borrower portal’s self‑service, on a phone call.
The assistant follows the Lendisoft Self-Service Consumer Portal, so callers get the same answers they would online, in their own words. Parts that need texts or new Lendisoft data are on the roadmap.
Payment details and loan summary
Amount due with its breakdown, balance, rate and remaining payments, read straight from the loan record.
Payment history and payoff
Recent payments, and the payoff amount with its good-through date.
Promise to pay
Terms read word for word, a date within 7 days, a read-back, and the promise recorded on the account.
Extensions and due‑date changes
Offered only to eligible accounts, under your Lendisoft rules, with the hardship reason in the caller’s own words.
Being verifiedAccount updates and messages
Employer and insurance updates, spelled back before saving; address and phone updates are being verified. Callers can leave a voice message for your team.
Compliance by design
The AI handles the conversation. The code enforces the rules.
A language model alone can paraphrase a disclosure, skip a step or hear digits it shouldn’t. So the parts your script makes mandatory are enforced by code around the AI: the order of steps, the timers, the keypad, and the exact text of each compliance line.
Left to a prompt
- Disclosures may come out paraphrased
- Spoken or keyed digits pass through the model
- Steps can be skipped or reordered
- A record of the call depends on the model remembering
Techelogy Virtual Assistant
- Compliance lines come from your approved text, supplied word for word by code
- The debt disclosure plays only after the right party is confirmed
- Keyed SSN digits are checked by the server; the AI only hears the result
- Amounts, dates and numbers are read back before anything is submitted
- A disposition note lands on the account for every verified call
For your team
See every call, and what it changed.
Your staff sign in to an operations console with their own Lendisoft login. Calls, transcripts, tool actions and voice messages are recorded and reviewable, with roles that decide who sees what.
- Call records with redacted transcripts and outcomes
- Voice messages with recordings and follow-up status
- Agent profiles, quality ratings and usage dashboards
- Users, roles and permissions managed in one place
Calls · today
Caller A · current accountPayment details, payoff
ResolvedCaller B · past duePromise to pay recorded
Note writtenCaller C · past dueLeft a voice message
Follow upCaller DCould not be verified
Ended safelyGetting started
From your script to a working line.
Connect Lendisoft
The assistant works on top of your Lendisoft tenant through its API. Your loan system stays the source of truth.
Set up your line
Your lender name, languages, which self-service actions to offer, and how callers reach your team.
Pilot, review, go live
Test calls in the browser console first, review every transcript, then connect your support number.
Security
Built for borrower data from the first line of code.
Encrypted secrets
Lendisoft tokens and provider keys are sealed with AES-256-GCM, bound to the record they belong to.
SSN kept out of sight
Keyed digits are checked on the server, not by the AI. Phone recordings are muted while they are entered.
Your own logins
Staff act as themselves in Lendisoft, with its two-factor sign-in. No shared service passwords in the console.
Questions
What lenders ask first.
Does the assistant take card or bank payments?
No. It never collects card or bank details by voice. Today it explains how to pay online and logs the request. Texting a secure Payment Portal link, and confirming the payment on the call, is on the roadmap.
Is it live on a phone number?
Not yet. The full call flow runs today in a browser console for testing. The phone line is built and tested, and its first live calls come next: borrowers call, the assistant verifies them and shares loan details and payment history, and calls are recorded with SSN entry muted.
Can callers reach a person?
Callers can ask for a representative at any time. Today they leave a voice message for your team; messages from verified callers are noted on their account. Warm transfer to your queues is on the roadmap.
Does the AI hear social security numbers?
Callers are asked to key the last four digits. Keyed digits are checked by our server against Lendisoft; the digits are not passed to the AI, the logs or the call record. On the phone line we are confirming that keypad tones in the call audio do not reach the AI before any live calls. The assistant never reads an SSN, card or bank number back.
Which loan system does it work with?
It is built for the Lendisoft LMS and reads and writes through the Lendisoft API. It works from the same loan record your team uses, with personal details it doesn’t need filtered out, and changes are recorded where they belong.
Hear it handle a call on your accounts.
Tell us about your lending operation and we’ll set up a demo on a Lendisoft test tenant.