Credit and investment enquiries keep coming, but the file is never in one place.

Rocketly is a CRM layer for enquiry handling and client communication: requests from connected channels attach to a single application record, pre-assessment and document collection stages are tracked, meetings are booked and the process is reportable. The lending decision, the limit and the pricing stay with the institution the file is sent to; Rocketly does not make that call, it makes your side of the process visible.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, website forms, the live chat widget, email, Telegram and SMS appear in the same inbox, and each one attaches to an application record. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

No. Rocketly is communication and process software; it produces no investment advice, shares no return expectation and carries no promise about the outcome of an application. AI provides assisting output only: conversation summaries and reply drafts based on your knowledge base. Approval, limit and pricing decisions belong to the bank or finance institution receiving the file, and the final review of client-facing text stays with your team.

You define a document list per product group — title deed and income statement for a mortgage, trade registry papers and signature circulars for a commercial facility. The list attaches to the application record as a document template; arriving papers are filed against it and every outstanding item opens a task for the responsible adviser. Which file is waiting on which document is visible in one list rather than a side spreadsheet.

Access is role-based: you define which user sees which application records, conversations and reports. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Internal permission design, retention periods and the consent wording you present to clients remain your organization’s responsibility.

As the stage changes, the record history grows: which institution received the file, which documents are complete and what the client was told all sit in one place. AI can prepare the draft of an update, but the adviser edits the wording and decides whether to send it. Because the assessment period belongs to a third party, Rocketly produces no timing statement about it.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build document reminders, second contact for files that stopped moving, pre-meeting reminders and a post-outcome satisfaction question on that structure, using your own intervals. For any outbound message a flow produces, you define the approval step.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email, product group and custom fields. Checking the mapping with a small sample file before the full import is recommended. Your existing banking or credit origination software keeps running in parallel; Rocketly does not take its place, it is the pre-application communication layer.

Yes. There is a permanently free plan and no credit card is requested. AI reply drafts, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. A common start is to run one channel and one application pipeline on the free plan while the team settles into the workflow.