Meeting prep / Human-in-the-loop

Before you book the call, prepare the conversation properly.

A booking is not just a calendar form. It should sit beside precheck, documents, and consent so the borrower enters the human conversation with the right context.

Open status center Upload documents first Review consent

Current booking focus

Manual review

Have a person look at the edge case first

Best when the system route is not enough and the case needs human judgment before it moves.

Mobile booking tip

Bring the precheck result and a short document summary so the call reaches the key issue faster.

If the file is not ready yet, upload first and come back to the booking page.

After booking, the borrower can jump straight into the status center.

Upload first View status

Your details

Full nameEmailPhoneBooking time

What kind of call is this?

What do you most want to cover?

Write the main point here so the human conversation reaches the real issue faster.

Before you book

This booking is for clarifying information, documents, and the next route. It is not a formal approval, lending promise, or product confirmation.

This booking flow stays English-first. If the borrower would benefit from Punjabi-speaking support, note that in the focus field and we will keep the handoff clearer.

Best when the route should be confirmed by a person before more effort goes in.