Handoff to a licensed rep
Rate, term, and hardship questions go to your team with the transcript and application status attached.
See more applications through to the finish
Simple calls new leads back in minutes, helps applicants finish what they started, and reminds customers about payments. When a question needs a licensed rep, it hands off warm, with the full story.
Money conversations, handled with patience
Simple connects to your CRM, application, and servicing systems, then handles the conversation in real time, by phone or by text.
For new leads, it calls back within minutes, answers questions from what you approve, and gathers the details your team needs.
For applicants who stopped partway, it follows up by call and text, explains the next step, texts the link, and calls back at the time they choose.
For existing customers, it verifies the caller, sends payment reminders, and can collect a payment securely and pass it to your payment system.
Rates, terms, hardship requests, and anything else that needs a licensed person go to your team, with the conversation so far on their screen.
Calls inside your rules
Simple is built to follow your rules, like calling windows, contact limits, and do-not-call lists, and checks them before every call and text.
Warm handoffs to licensed reps
When an applicant is ready, or a question needs a license, Simple transfers with the status, questions asked, and next step attached.
Follow-up until it’s finished
Calls and texts over days or weeks, on your schedule, that stop the moment the application is complete or the customer opts out.
From first call to finished application
24/7
Answer applicants and customers whenever they call or text.
Verified
Confirm who’s calling before any account detail is shared.
Handed off
Send licensed questions to a licensed rep, with the full context.
Followed up
Retry stalled applications until they’re finished, declined, or opted out.
Built for the way consumer finance works
Simple follows your scripts, disclosures, and handoff rules for every product, from personal loans to structured settlements, and records every call.
24/7
Answer whenever applicants call
100%
Calls scored against your checklist
JG Wentworth uses Simple to help customers finish loan applications by phone and text.
Made for conversations about money
Serve customers in their language
Run the same follow-up and handoff rules in every language enabled for your account.
Work inside your systems
Read and write the CRM, application, and servicing data your team already relies on.
See all integrations
A launch built around your rules
Before the first call, our team maps your products, scripts, required disclosures, calling rules, and handoff paths with your operations and compliance teams.
- Your rules, set before launch. Calling windows, contact limits, do-not-call lists, and identity checks are configured with your team.
- Tested on real cases. We test stalled applications, rate questions, hardship requests, and opt-outs with the people who handle them today.
- Reviewed every week. Every call is scored against your checklist, and we refine the agent with your team.
Frequently asked questions
How does Simple handle calling rules?
Simple is built to follow your rules, like calling windows, contact limits, consent for marketing texts, and do-not-call lists. It checks them before every call and text, in each customer’s local time, and records every attempt. Your compliance team sets the rules, and Simple applies them the same way every time.
What happens when a customer needs a licensed rep?
Simple transfers the call on your phone system, and your rep sees who’s calling, why, and what has happened so far. You decide which topics always go to a person.
Can Simple take payments?
Simple collects the card securely in the conversation and passes it to your payment system. Card details are masked in every transcript.
How does Simple protect financial information?
Simple is SOC 2 Type 2 and HIPAA compliant. Conversations are encrypted, sensitive details are redacted in transcripts, and your team controls who can see what.
Built for enterprise scale
About Trust- SOC 2 and HIPAA complianceWe maintain SOC 2 Type II certification and HIPAA compliance.
- Automatic PII redactionSensitive information is detected and redacted in real time.
- State-of-the-art encryptionAll conversations and transcripts are protected with AES-256 encryption.
Put your best rep on every call
Tell us how your customers buy. We’ll show you where Simple can start winning revenue.