WorkspaceAureyLoan

AI growth & back office for loan distribution

Generate the lead.
Aurey runs the file.

AureyLoan can generate permissioned leads, discover the requirement, collect and check documents, and rank suitable lenders—so your team spends its time closing, not chasing.

Tamil · Kannada · Hindi · English Human-controlled submission Full audit trail
aurey-case-1048 Workflow preview
MT
Business loan · TamilMeena Textiles
₹10 lakh
  1. Lead generatedPermission source verified
    Done
  2. AI qualificationVoice adapter ready
    Done
  3. 03
    Documents in progressPAN, GST and bank statement
    3 of 4
  4. 04
    Aurey verificationHuman review required
    Next
  5. 05
    Choose lenderSee fit and earnings first
    Locked
Follow-up plan readyWhatsApp · Voice · Email
Oneplace for every case
4launch languages
100%human lender choice
Zeroreal sends in demo mode

The Aurey workflow

Everything between a lead
and a lender-ready file.

You keep the relationship and choose the lender. Aurey handles the repetitive operations and surfaces exceptions for a person.

01

Generate & add

Bring consented ad, website, WhatsApp, referral, event and existing-customer enquiries into one place.

02

Qualify

Hermes prepares the conversation. Deterministic rules—not AI—calculate preliminary fit.

03

Collect & verify

Request documents, analyse them through adapters and route uncertain checks to a human.

04

Choose & submit

Compare lender fit and earnings, then release the file only after Aurey-side approval.

Built for independent partners

Stop losing good cases to slow follow-up.

Every case gets a visible next step. Every missing document gets a plan. Every lender submission stays under human control.

Your casesLender fitEarnings
RS
Rahul SharmaPersonal loan · Hindi
Documents 3/4
KR
Kavya RaoCredit card · Kannada
Qualification
MT
Meena TextilesBusiness loan · Tamil
92% lender fit
01

Your borrower stays yours

Aurey acts only for the consented case and the selected workflow. No cross-selling is built into this prototype.

02

You see the route first

Pre-eligibility, fit reasons and estimated payout appear before a lender submission is released.

03

A human releases every file

Hermes never approves a loan and cannot bypass document, consent or verification gates.

Start with one real workflow

Add the borrower.
Aurey will show the next step.

Aurey stays in controlled launch mode: no messages or lender submissions are sent until their integrations are explicitly enabled.

AureyLoan command centre

Start with what
needs you.

See urgent borrower work first, then move each file towards documents, Aurey checks and a human-controlled lender release.

AureyLoan accessSigned in securely
AL

AureyLoan operatorActive workspace session

Human action queue

Cases need attention

Resolve consent, document or verification exceptions before they delay a lender-ready file.

Borrowerspermission captured
Active filesin your pipeline
With lendershuman released
Confirmed earnings₹—after disbursement
Human-controlled by design

Hermes organises and drafts. Rules calculate preliminary fit. An Aurey reviewer releases the file, and only the lender underwrites and approves.

Borrower journey

From enquiry to lender outcome

Load your cases to see the journey.

Case pipeline

Your borrowers

Connect with the local access key to load cases.

Human review

What needs you

0
No queue loaded.

Safe connections

Provider and agent readiness
Open status

Traceability

Latest audited activity
Open history
No activity loaded.

AureyLoan workspace

Your lead
desk.

Bring every permissioned source into one desk, screen contact rights before outreach, and move interested people into the borrower pipeline.

Permission-first outreach

Only ad opt-ins, direct enquiries, referrals, event opt-ins and existing relationships can enter outreach. Purchased lists, scraped numbers, unknown consent and do-not-contact records are blocked automatically. Real calls remain off in local mode.

AD
Meta & Google adsWebhook-ready opt-in capture
WEB
Website & WhatsAppDirect customer enquiries
REF
Partners & referralsSource and permission tracked
EVT
Events & walk-insRecorded opt-in evidence
VOX
Bulk voice outreachConsented numbers only
Campaignsall sources
Prospectspermission screened
Contactableverified evidence
Interestedrequirement recorded
Convertedborrower cases

New campaign

Create and import

AureyLoan
Allowed bases: ad_opt_in, customer_enquiry, existing_relationship, partner_referral, event_opt_in

Campaign control

Ready to run

Mock by default
Load the studio to see campaigns.

Qualification desk

Prospects & requirements

No prospects loaded.

Voice operations

VoBiz readiness & safe simulator

Simulation

VoBiz adapterLoad the studio to check configuration.

Gemini Live adapterNo model connection is opened during simulation.

Human approvalConsent gateNumber allowlistNo auto-redial

This creates the full session, transcript, consent, compliance and audit records. It never contacts VoBiz or the customer.

Latest sessions

Auditable call history

0
No simulations yet.

Operations control room

Connect providers.
Keep control.

See exactly what is simulated, what is configured, and which agreements govern real earnings.

No single switch sends anything

Every live action also needs consent, a configured provider, an approved template or signed agreement, and an explicit administrator release.

Provider readiness

Production connections

Fail closed
Load controls to inspect configuration.

Meta & Google Ads

Map an approved lead form

No ad forms mapped.

Transactional email

Approve a customer template

WhatsApp

Approve a template mapping

Commercial terms

Record a signed lender agreement

Agreement ledger

Active and historical terms

No agreements loaded.

Step 1 of 3

Who is the borrower?

Private draft

Use the name the borrower recognises. We will use their language preference for future requests.

Next: loan requirement

Step 1 of 3

What are you looking for?

Private enquiry

Choose the closest option. This helps us prepare the right document list and preliminary rules.

Choose a product

This is preliminary matchingSubmitting this enquiry does not approve a loan or affect the lender’s final decision.

Borrower case

Application

Loading application…

AureyLoan workspace

Welcome back.

Review action

Confirm action