Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Web Forms for Banks & Credit Unions. Loan inquiry forms for credit unions, answered at once

AI Web Forms gives you loan inquiry forms for credit unions that answer the moment they are sent: the e-mail is verified, and the reply leaves in the applicant's language with the next step you chose, such as a branch slot with the right loan officer. The form never decides eligibility, credit or approval.

TRY AI WEB FORMS FREENo credit card · Ready in 2 minutes

Ready to buy? See plans & pricing ›

7 days free · per company, never per seat · nothing to install

Zanus AI · AI Web Forms · Questions and rules

Loan inquiry forms for credit unions: the standard fields, your own questions and the screening rules, real Zanus AI screen

Questions and rules

Ask the standard fields and up to five questions of your own; a screening rule tells the right desk about an urgent request at once.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Reply to every loan inquiry with the checklist and offer the nearest loan officer.”

Lisa“Loan inquiries will get the document checklist and the nearest loan officer's free times in the first reply. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Banks & Credit Unions use it

A Sunday-night auto-loan inquiry gets an instant reply with the documents to bring and Monday slots at the nearest branch.

A contractor's business account inquiry reaches the business banker with the company type and the owners already answered on the form.

A parent's question about a teenager's first savings account is answered with what both must bring and the Saturday times.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Any form on your site, contact, quote, demo request, application, answered in seconds, not the next morning
The lead qualified and scored from what they wrote; the first reply sent immediately in their language
E-mail verified (syntax, domain, deliverability) before anything is promised to it
Contact record created; the owner alerted; the next step proposed
Forms translated into your customers' languages; embedded on any site
Feeds every automation you add: booking, quoting, follow-up, the AI Demo

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Web Forms does, for every business ›

Works withAI Booking AI Quoting AI Follow-up AI Demo AI Tickets AI File Cabinet

Every inquiry

An account opening inquiry form that answers on the spot

Web forms for banks built from a template, translated into your members' languages and pasted in one line.

Up to five questions

Ask what the banker needs before the visit, such as the loan type, the branch or whether the account is personal or for a business.

Screening rules

A rule reads an answer: an urgent request tells the right desk at once, and a request you do not serve gets a polite reply with nothing saved.

A slot on the form

A booking question lists your appointment types with live availability, so the applicant picks the loan officer's time while filling the form in.

Spam never shows

A hidden field and a limit per network are built into every form; a bot reads thank you and nothing reaches your lending staff.

Speed to lead

Speed to lead for credit unions, day and night

The reply leaves at once

In the applicant's language, signed by the lending desk, saying only what happens next; the AI writes it from the answers, or your fixed words go out.

Verified before anything is sent

The applicant clicks the link in the e-mail first, so the checklist or the appointment reaches an address they confirmed themselves.

Held when you want a look

Turn on approval for a form and each submission waits for a person's yes; the approver is reminded after 2 business days.

Questions & answers

AI Web Forms for Banks & Credit Unions: questions & answers

How fast can a credit union respond to an online loan inquiry?

At once, at any hour. The reply leaves the moment the inquiry passes your checks, in the applicant's language, with the documents to bring and, when you run AI Booking, real free times with the loan officer. Online loan inquiry response stops depending on who reads the inbox on Monday.

Does the form approve or decline applicants?

No. It applies only the checks and questions you set, such as a verified e-mail and the branch chosen, then books or routes the applicant. Eligibility, credit and approval decisions stay with your staff.

Can an inquiry go straight into a loan officer's calendar?

Yes, with AI Booking. The thank-you can offer a time for the loan consultation, or the form can carry a booking question with live availability, so the applicant leaves with a confirmed visit.

How do we put the form on our website?

Build it from a template, such as a call-me-back or a contact form, with the live preview beside it, then paste one line where it should appear. Your webmaster needs no login, and the form is translated into the languages you add.

Can applicants upload their documents?

Yes. A question can ask for a file, and when none came the thank-you carries an upload link. The files go to the applicant's record for your lending staff, never into the knowledge the AI answers from.

Keep exploring