Increase in Hiring Quality
Time saved by recruiters
Increase in Hiring Quality
Time saved by recruiters
About the Client
Finance Buddha
Finance Buddha is a digital financial marketplace that helps customers compare and apply for loans in one place. Personal loans, home loans, business loans, and loan against property, matched across 30 or more banking and NBFC partners so customers can find the option that actually fits them.
Every applicant who registers still needs a real conversation before moving forward: what they qualify for, what documents are needed, and which partner suits their profile. That conversation was built entirely around a 10-person advisory team, guiding each applicant by phone, one call at a time.
The Opportunity
A Loan Applicant Rarely Moves Forward Alone
Comparing loans is easy on Finance Buddha's platform. Deciding is not. Applicants still need someone to confirm what they qualify for, explain the paperwork, and point them to the right lender out of 30+ options.
Finance Buddha's advisory team already did this well. The opportunity was reach: giving every applicant that same guided conversation without waiting on a fixed number of calling hours.
Rootle's Strategic Read
- Every applicant already has intent the moment they apply, that's the best time to reach them
- A consistent, structured script can replace repeated manual questioning
- Automatic partner matching turns 30+ options into one clear recommendation
- Advisor time can be redirected from reaching applicants to closing them
How It Works
Inside a Rootle Call
From the moment someone applies to the moment an advisor picks up the follow-up, here's what happens automatically.
1
Registration
Applicant Signs Up
Someone applies for a loan on the Finance Buddha platform. Rootle picks up the lead within minutes, not hours.
2
Discovery
The AI Understands the Need
Loan type, amount, monthly income, and preferred tenure, captured in a natural conversation, not a form.
3
Clarity
Eligibility Explained in Plain Language
No jargon. The applicant hears exactly what they qualify for and what documents come next.
4
Matching
The Right Partner Is Identified
The applicant's profile is scored and matched against the best fit among 30+ banking and NBFC partners.
5
Handoff
A Warm Handoff to the Advisor
The advisor opens the CRM to a fully qualified applicant, with the full conversation already summarized.
Sample Call Transcript
Inside a Real Loan Enquiry Call
An illustrative transcript of a typical outbound call, not a recording, showing how the conversation actually flows.
Rootle Voice AI Call
Personal Loan Enquiry
Transcript
Applicant
Hi, I need a personal loan of around 5 lakhs. I applied on your website earlier today.
Rootle Voice AI
Happy to help with that. Could you tell me your monthly income and how soon you'd need the funds?
Applicant
About 60,000 a month, and I'd need it within two weeks.
Rootle Voice AI
Got it. Based on that, you're a strong match for two of our partners with fast disbursal. I'll pass this along with everything you've shared, and an advisor will call you shortly with the best option.
The Rootle Solution
Three Ways Rootle Powers This
01
Guided Requirement Discovery
Every applicant gets the same structured, unhurried conversation about loan type, amount, income, and tenure, in plain language, at any hour, without waiting on a callback.
02
Lender Matching
Applicant profiles are scored and matched to the right partner across 30+ banks and NBFCs, automatically.
03
CRM Sync
Call outcomes, qualification status, and lender match are written straight into the existing CRM. No second dashboard, no manual entry.
Coverage
One System, Every Loan Category
Personal Loan
Home Loan
Business Loan
Loan Against Property
Credit Card
The Impact
What Changed After Rootle Went Live
100%
Applicants Reached, Every Time
30+
Partners Matched Automatically
Zero
Manual Post-Call Logging
5 Loan Categories
10+ Advisors Redirected to Closing
1 System of Record
“
Our advisors were always good at explaining loan options once they got someone on the phone. The problem was reaching everyone in time. Rootle handles the reaching and the requirement discovery inside our own CRM, so every advisor now opens an applicant who has already had a real conversation.
AL
Advisory Leadership
Finance Buddha
Why Rootle
Built for Lending at Scale
Too many applicants and too few calling hours is not unique to Finance Buddha. It's the same constraint banks, NBFCs, and lending platforms across India are working through right now. It's why Rootle has become the Voice AI platform BFSI and NBFC teams turn to when reach and compliance both matter.
Built for BFSI
Designed around how lending platforms, banks, and NBFCs actually operate
CRM-Native
Reads and writes directly to the systems teams already use
Every Loan Category
One platform across personal, home, business, and secured lending
Every loan applicant gets guided, and Finance Buddha's advisory team stays focused on closing, not repeating.
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Rootle is inexpensive, simple to start and easy to use.
