Loan Application Follow-Up
Proactively contact loan applicants to collect missing documents, update them on status, and keep them engaged through the underwriting process.
Why this matters
PCI-compliant, fully auditable voice automation for loans, collections, onboarding, and fraud prevention. This example shows you how to automate loan application follow-up calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.
Installation
Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
# Public PyPI package coming soon — the install command will simplify to:
# pip install guava
# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."How it's built
Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.
Imports
Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import osAgent setup
set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.
class LoanFollowUpBot(guava.CallController):
def __init__(self, applicant_name: str, loan_type: str, missing_docs: list[str]):
super().__init__()
self.missing_docs = missing_docs
self.set_persona(
organization_name="Meridian Bank",
agent_name="Chris",
)
self.set_task(
objective=f"Follow up with {applicant_name} on their {loan_type} application and collect missing documents",
checklist=[
f"Greet {applicant_name} and confirm you're speaking with the right person.",
guava.Say(f"Explain that the application is in review and the following documents are still needed: {', '.join(missing_docs)}."),
guava.Field(
key="document_upload_method",
field_type="choice",
description="How would the applicant prefer to submit documents?",
choices=["email", "secure portal", "branch drop-off", "mail"],
),
guava.Field(
key="expected_submission_date",
field_type="date",
description="When does the applicant expect to have documents ready?",
),
guava.Field(
key="has_questions",
field_type="bool",
description="Does the applicant have any questions about the process?",
),
"Confirm next steps and provide the secure upload link if requested.",
],
on_complete=lambda fields: print(f"Follow-up logged for {applicant_name}: {fields}"),
)
guava.dial(
controller=LoanFollowUpBot,
controller_args={"applicant_name": "James Park", "loan_type": "home mortgage",
"missing_docs": ["2023 W-2", "last 2 bank statements", "HOA docs"]},
to=os.environ["APPLICANT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Platform performance
<1s
Response time
99.99%
Uptime SLA
13+
Industries served
Full example
The complete file — copy it, save it as example.py, and run it.
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
class LoanFollowUpBot(guava.CallController):
def __init__(self, applicant_name: str, loan_type: str, missing_docs: list[str]):
super().__init__()
self.missing_docs = missing_docs
self.set_persona(
organization_name="Meridian Bank",
agent_name="Chris",
)
self.set_task(
objective=f"Follow up with {applicant_name} on their {loan_type} application and collect missing documents",
checklist=[
f"Greet {applicant_name} and confirm you're speaking with the right person.",
guava.Say(f"Explain that the application is in review and the following documents are still needed: {', '.join(missing_docs)}."),
guava.Field(
key="document_upload_method",
field_type="choice",
description="How would the applicant prefer to submit documents?",
choices=["email", "secure portal", "branch drop-off", "mail"],
),
guava.Field(
key="expected_submission_date",
field_type="date",
description="When does the applicant expect to have documents ready?",
),
guava.Field(
key="has_questions",
field_type="bool",
description="Does the applicant have any questions about the process?",
),
"Confirm next steps and provide the secure upload link if requested.",
],
on_complete=lambda fields: print(f"Follow-up logged for {applicant_name}: {fields}"),
)
guava.dial(
controller=LoanFollowUpBot,
controller_args={"applicant_name": "James Park", "loan_type": "home mortgage",
"missing_docs": ["2023 W-2", "last 2 bank statements", "HOA docs"]},
to=os.environ["APPLICANT_PHONE"],
agent_number=os.environ["GUAVA_AGENT_NUMBER"],
api_key=os.environ["GUAVA_API_KEY"],
)Run it
Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.
python example.py