We built this for Concord Finance
This isn't a slide deck. It's a working AI support agent that answers real borrower questions about loan balances, payoffs, and statements — and files transaction disputes end-to-end. Try it.
Try the Chat Agent
Ask the Concord Finance AI agent anything a borrower might ask. For example:
- "What's my current loan balance and payoff amount?"
- "When is my next payment due?"
- "I want to dispute a late fee on my account."
This demo uses mock data for an example borrower (Jane Doe). The production agent connects to your real loan-servicing systems and is fully customizable.
What Lorikeet can deliver for Concord Finance
A single AI agent that understands borrowers, looks up real account data, and takes action — safely and on-brand.
Account & statement lookups
Borrowers get instant, accurate answers on balance, payoff amount, next payment, interest rate, and where to find statements.
Disputes handled end-to-end
The agent identifies the right transaction, confirms the details with the borrower, and files a formal dispute — returning a real case number.
Compliance built in
Guardrails keep the agent confident, accurate, and on-brand. It never gives financial advice and confirms sensitive actions before taking them.
How we built this for you
This demo was configured in Lorikeet using Concord's actual support topics. Real logic for real scenarios.
Mapped your systems
Mock tools stand in for account lookups, transaction history, and dispute filing. In production these connect to your real APIs.
Wrote your workflows
A router plus two support flows — account & statements, and payments & disputes — written in plain English.
Added your knowledge
Knowledge base articles covering balances, payoffs, statements, payments, and disputes — instantly searchable.
Went live
Chat is working right now. Voice, email, and SMS run on the same AI brain when you're ready.
Ready to add the world's best CX AI?
Connected to your actual borrower data. Handling your real support volume. This sandbox is just the start.
Finish Setting Up Your Sandbox