Loan lookup

Products

Finds an existing application from what the borrower can remember, so a returning conversation resumes rather than restarts.

Used when

Whenever someone returns and the application they started is not obvious from their session.

Collects

• Whatever identifies the application — an electronic-mail address, a reference, a property.

Returns

• The matched application, and the task set resumed at the point it stopped.

Evidence

• bot-lookup