MYCONCALL — Digital Customer Interaction

Video-Based Personal Discussion
for Loan Assessments

Transform personal discussions from branch visits into structured, recorded video interactions. MYCONCALL enables credit officers to conduct borrower PDs, MSME site-visit interviews, and loan eligibility discussions remotely — with automatic recording, transcription, and compliance documentation for every interaction.

100%
Recorded & Documented
70%
Faster PD Completion
Structured
Question Frameworks
Any Device
Cross-Platform Access
The Problem

Why Existing Approaches Fall Short

Manual processes, fragmented tools, and legacy systems create compounding inefficiencies that limit speed, accuracy, and risk visibility.

Physical PD Visits Add Days to Loan Processing
Requiring borrowers to visit branches for personal discussions or waiting for credit officers to visit borrower locations adds 2–5 days to loan TAT — especially for borrowers in Tier 2 and Tier 3 markets.
PD Interactions Are Undocumented and Inconsistent
Most personal discussion outcomes are captured as brief notes by credit officers. There is no systematic documentation, recording, or audit trail — creating compliance risk and inconsistency.
Credit Officers Lack Structured PD Frameworks
Without guided question frameworks, different credit officers focus on different topics during PD interviews — making it impossible to compare borrower assessments consistently across the portfolio.
Supervisory Review of PD Quality is Limited
Without recordings, credit supervisors cannot review PD quality, coach credit officers, or ensure compliance with credit policy during the interview process.
Why Traditional PD Processes Fall Short
Physical branch visits required for personal discussions
PD notes inconsistent across credit officers
No recording or audit trail for PD interactions
No structured question framework for credit interviews
Supervisor cannot review PD quality without presence
Geographic coverage limited by credit officer availability
How It Works

How MYCONCALL Transforms Personal Discussions

Structured, recorded, and compliant personal discussions via video — enabling richer borrower assessment without physical visits.

Step 01
PD Invitation & Scheduling
Credit officer sends borrower a video PD link via SMS/WhatsApp — with time slot options and instructions. No app download required for the borrower.
Step 02
Identity Pre-Verification
Before the PD session, the borrower's identity is verified via document scan and liveness check — ensuring the discussion is with the actual loan applicant.
Step 03
Guided Credit Interview
Credit officer follows a structured question framework relevant to the loan type — MSME working capital, LAP, personal loan — with in-session prompts and checklists.
Step 04
Session Recording & Documentation
Every PD session is recorded, with automatic transcription and keyword flagging for supervisor review. Key responses are captured in structured fields.
Step 05
Post-PD Report Generation
Automated PD summary report is generated from the session — capturing responses to key questions, credit officer observations, and risk flags for CAM documentation.
Step 06
LOS Integration & Compliance
PD recording, report, and identity verification are attached to the loan file in the LOS — creating a complete, audit-ready borrower interaction record.
Key Capabilities

Personal Discussion Platform Capabilities

End-to-end video PD capabilities for structured, compliant, and efficient borrower credit assessments.

Browser-Based Video Calls
Borrowers join via SMS/WhatsApp link on any smartphone or computer — no app download, no registration required. Credit officers use the MYCONCALL dashboard.
Structured PD Question Frameworks
Configurable question frameworks for different loan types — MSME, LAP, home loan, personal loan — guiding credit officers through relevant assessment areas.
Session Recording & Storage
Every PD session is automatically recorded, encrypted, and stored — with configurable retention periods compliant with regulatory documentation requirements.
Automatic Transcription
AI-powered transcription converts PD recordings to searchable text — enabling keyword search across all PD interactions for audit and quality review.
Identity Verification Integration
Pre-session identity verification with document scan and liveness detection — ensuring the PD participant is the actual loan applicant.
PD Report Auto-Generation
Structured PD summary report generated after each session — capturing key response highlights, credit officer observations, and risk indicators.
Supervisor Review Dashboard
Credit supervisors can review recorded PDs, flag quality issues, provide feedback to credit officers, and monitor compliance with PD process standards.
Multi-Language Support
Conduct PDs in regional languages — Hindi, Tamil, Telugu, Kannada, and others — with transcription support across major Indian languages.
LOS & CAM Integration
PD recording, transcript, and summary report automatically attached to the loan file in the LOS — feeding into CAM preparation workflows.
Business Impact

Measurable Outcomes for Your Institution

Our customers report consistent improvements across turnaround time, accuracy, operational efficiency, and risk management.

70%
Faster PD Completion
Video PD eliminates travel time — completing in hours what previously took 2–5 days for physical visits
100%
PD Documentation Coverage
Every personal discussion recorded, transcribed, and stored — ending undocumented verbal interactions
Wider Geographic Reach
Credit officers conduct PDs for borrowers anywhere without geographic constraints
25%
Better Credit Decisions
Structured question frameworks and recorded sessions improve information quality in credit assessments
Who It's For

Built for the Teams That Matter Most

Designed with input from practitioners across credit, risk, operations, compliance, and technology functions.

Credit Officers
Conduct structured borrower PDs from your desk — with guided question frameworks, automatic recording, and post-session report generation.
Credit Supervisors
Review PD quality through recorded sessions, coach credit officers, and ensure compliance with credit policy during borrower interactions.
MSME Lending Teams
Replace physical business site visits with video PDs that gather the same qualitative information about business health, owner experience, and purpose of loan.
Retail Lending Teams
Complete personal loan and home loan PD requirements digitally — improving borrower experience while maintaining credit policy compliance.
Compliance & Audit Teams
Access complete PD records for regulatory inspections, internal audits, and dispute resolution — with searchable transcripts and structured documentation.
Collections Teams
Use video PD capabilities for restructuring discussions, hardship assessments, and collections negotiations with delinquent borrowers.
Use Cases

Real Scenarios. Practical Results.

How financial institutions apply this solution across their business operations.

Use Case 01
MSME Loan Assessment PD
Conduct a structured personal discussion with an MSME owner — assessing business vintage, turnover patterns, purpose of loan, repayment capacity, and management quality via video.
MSME LoansCredit AssessmentBusiness PD
Use Case 02
Home Loan Applicant Interaction
Complete home loan personal discussion requirements digitally — verifying employment details, property purchase intent, income disclosure consistency, and co-applicant details remotely.
Home LoansHFCsApplicant Verification
Use Case 03
LAP Borrower Discussion
Assess LAP applicant repayment capacity and business income through a structured video PD — capturing qualitative information about business health and property usage.
LAPLoan Against PropertyBusiness Income
Use Case 04
Rural & Semi-Urban Borrower Reach
Extend credit assessment reach to Tier 2, Tier 3, and rural borrowers who cannot easily travel to branches — enabling wider geographic lending without additional credit officer headcount.
Rural LendingTier 2/3Geographic Reach
Use Case 05
Restructuring & Hardship Assessment
Conduct structured video discussions with stressed borrowers seeking restructuring — documenting hardship reasons, repayment proposals, and collections officer assessments.
Loan RestructuringHardship AssessmentCollections
Use Case 06
Credit Officer Quality Monitoring
Enable credit supervisors to remotely audit PD quality across a team of credit officers — identifying training needs, policy deviations, and best practices through recorded session review.
Credit QualityOfficer CoachingSupervisory Review
FAQs

Frequently Asked Questions

Does the borrower need to download an app for video PD?

No. Borrowers receive a link via SMS or WhatsApp that opens directly in their mobile browser — no app download, no login, and no registration required. This maximizes accessibility, particularly for less tech-savvy borrowers in Tier 2 and Tier 3 markets.

Are MYCONCALL PD sessions legally admissible and compliant?

Yes. Sessions are conducted with the borrower's explicit consent (recorded at the start), video-recorded, timestamped, and stored with full audit metadata. The recording serves as evidence of the borrower interaction and can be used for regulatory inspections, internal audits, and dispute resolution.

Can PD frameworks be customized for different loan products?

Yes. MYCONCALL supports configurable PD frameworks for each loan product — MSME, LAP, home loan, personal loan, microfinance. Each framework contains product-specific question sequences, scoring rubrics, and documentation requirements that the credit officer follows during the session.

How does MYCONCALL handle poor internet connectivity for rural borrowers?

MYCONCALL's video engine is optimized for low-bandwidth environments — automatically adjusting video quality to available connection speed. The platform supports sessions even on 2G/3G connections, with fallback to audio-only if video quality drops below a usable threshold.

Can identity verification happen within the same session as the PD?

Yes. MYCONCALL supports a combined Video KYC + Personal Discussion session flow — the agent verifies identity (Aadhaar/PAN scan, liveness detection) at the start of the session and then proceeds directly to the personal discussion — creating a seamless, single-session experience for the borrower.

How does MYCONCALL handle multi-language PD sessions?

MYCONCALL supports conduct and transcription in major Indian languages — Hindi, Tamil, Telugu, Kannada, Marathi, Bengali, Malayalam, and others. Credit officers can select the session language, and transcription is performed in the same language with searchable text output.

Digitize Your Personal Discussion Process with MYCONCALL

Schedule a demonstration and see how MYCONCALL transforms borrower PDs into structured, recorded, and compliant video interactions for your lending operations.