Secured loan quote journey with live lender API

A finance broker was taking secured loan enquiries through a long static form, then keying details into a lender system by hand and emailing a quote back. Applicants dropped out of the form, and the ones who finished waited hours for a figure.

The broker needed a journey that returned real lender results on screen, captured consent properly, and landed each completed application in the CRM without anyone retyping it.

A staged quote journey with short steps, inline validation and eligibility checks, built for phones first.

Live integration with the lender API so applicants see indicative results on a dedicated results page rather than waiting for an email.

Consent capture, risk warnings and an audit trail built into the flow so compliance sign-off was straightforward. Completed journeys pushed into the CRM as cases with the full data set attached.