Loantec · Finance brokerage, Australia
A clearer way to enquire.
Loantec is an Australian finance brokerage. Its dated website and non-working chatbot gave prospective borrowers an unreliable first step. Working with the owner, we rebuilt the website, configured a borrower intake path, and added scoped lead capture and follow-up steps. The implementation is designed so later integrations can be added after their permissions and data handling are reviewed.
No tech knowledge needed · 15 minutes · you keep the map either way.
- Best for
- Finance and service businesses whose first enquiry step is broken.
- Problem
- A dated website and a dead chatbot gave borrowers an unreliable first step.
- Changed
- A rebuilt website plus a configured borrower intake and follow-up path.
The problem
What was breaking?
The website looked dated and the chatbot meant to greet borrowers no longer worked. That made the first enquiry step unclear and gave the team a weak foundation for later workflow improvements. The owner wanted a clearer site and a working intake path that could be extended deliberately.
The system
What did we build?
Working closely with the owner, we rebuilt the site with a clearer borrower journey and replaced the unavailable chatbot with a configured intake path. Scoped lead-capture and follow-up steps support the team without claiming that every enquiry or booking is automated. The structure leaves room for later integrations once access, permissions, and acceptance checks are agreed.
- A complete website rebuild focused on clarity, credibility, and conversion
- A working borrower intake path in place of the dead chatbot
- Configured lead capture for the supported website enquiry path
- Scoped follow-up steps, with the team retaining control of borrower contact
- An integration-ready structure for later, separately reviewed automations
The outcome
What changed?
The non-working chatbot was replaced by a configured intake path and the rebuilt site gives prospective borrowers a clearer next step. The owner has filmed client testimonials about loan outcomes; those outcomes are client-reported and are not attributed to the website alone. Production capture and booking rates were not independently measured for this case study.
| Before / After | Before | After |
|---|---|---|
| Website | Dated presentation | Modern rebuild |
| Chatbot | Dead end | Working borrower intake |
| Lead handling | Manual and inconsistent | Configured capture and follow-up path |
| Future integrations | Hard to extend | Structured for later review |
Human control built in
How is it kept safe?
The configured intake path supports enquiry collection and organisation; the brokerage remains responsible for lending decisions and sensitive borrower contact. Permissions, privacy, access controls, event logging, and production security need to be verified against the deployed tools and the brokerage’s requirements rather than inferred from the website design.
- Human approval points
- Sensitive actions wait for a person to sign off before anything sends or triggers.
- Escalation rules
- When something falls outside the rules, the system hands it to a person instead of guessing.
- Logs and visibility
- In-scope actions are recorded where connected tools expose the required events.
Bring me yours
Bring me the workflow that keeps breaking.
Book the free 15-minute build review. You leave with your 3 biggest time leaks mapped and a concrete recommendation — whether or not we ever work together.
No tech knowledge needed · 15 minutes · you keep the map either way.
One focused workflow. A clear scope in writing. Commonly targeted in 7 to 14 days after the required access and inputs are confirmed.
- Related services: AI enquiry assistant · Follow-up automation
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