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LEGEND
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Chat Bot Talking
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Bold text centered in gray = selection boxes
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User Selection
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White = Delay (0/2 seconds)CHAT START
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Are you looking to save on your monthly loan payments?
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No, I like paying more.Yes!
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No problem. When you're ready to consolidate your loans and save money -- giving you more financial freedom -- just message us back :)Great!
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Thanks for chatting with us! What are you looking for specifically?
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Better rates
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Loan consolidation
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All of the above
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None of the above
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None of the AboveBetter ratesLoan consolidationAll of the above
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Hmm ... can I pass you along to someone who can understand exactly what you need?We can certainly help with that!
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Yes.
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No. How would you prefer to proceed?
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Online resources.
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Yes. Email me.
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Great! How would you prefer to proceed?Call me.
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Email me.I'd like to keep chatting.
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Call me.
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I'd like to keep chatting.
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No. Email Me. Call Me.I'd like to keep chatting.Online Resources.
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No problem. When you're ready to consolidate your loans and save money -- giving you more financial freedom -- just message us back :)Perfect! Kindly tell me your email address so that we can get in touch. You bet! Please tell me your phone number and we'll give you a call shortly :)That's great! I'll connect you with someone now. Great, thanks! Here's what I'd suggest for you ... (CTA / DOWNLOAD based on area of interest)
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Thanks for chatting with us! Please enter a valid email address (if invalid email address is entered)Please enter a valid phone number (if invalid phone number is entered)GOES TO LIVE HUMAN OR ...Is there anything else I can help you with today?
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Thank you, we'll be in touch soon!Thank you, we'll be in touch soon!Oops. Looks like they are tied up at the moment. Kindly tell me your email address so that we can get in touch. Yes.
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No.
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Is there anything else I can help you with today?Is there anything else I can help you with today?Please enter a valid email address (if invalid email address is entered)
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Yes.Yes.Thank you, we'll be in touch soon!
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No.No.No.
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Is there anything else I can help you with today?Awesome! Have a great rest of the day!
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No.No.Yes.
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Awesome! Have a great rest of the day!Awesome! Have a great rest of the day!No.
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Yes.
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Okay, can I help point you in the right direction?
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Lower Rates
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Loan Consolidation
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HELOC information
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Opening an account
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Something else
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Not at this time, thanks!
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