Analyst agent: ask your portfolio anything

Ask about disbursements, delinquency, funnel or collections in plain language and get numbers, charts and the query behind them. Only data the user is allowed to see.

Ask a question
lendhero Analyst agent software interface
Plain
language questions
Charts
and the query behind them
Rights
respected for every user
Same data
as your reports

Capabilities

Numbers and charts without writing SQL

Portfolio

Disbursements, outstanding and yield.

Risk

PAR, defaults and roll rates.

Funnel

Approval and conversion by channel.

Collections

Recovery and promises kept.

The query

See and reuse the SQL behind every answer.

Access rights

Only data the user may see.

How it works

From question to board slide

  1. 01AskIn plain words.
  2. 02QueryThe agent writes the query.
  3. 03AnswerNumbers with context.
  4. 04ChartReady to share.
  5. 05SaveAdd to a dashboard.

Explanations

Not just a number, the reason behind it

The agent breaks changes down by product, channel and cohort, so you see what moved the number.

  • Drivers of changeBy segment and channel.
  • ShareableCharts and text for the board.
Not just a number, the reason behind it: lendhero interface

Works together with

Related modules

Dashboards and reportingThe same data as your reports.
Credit decisioningAct on what you find.
Roles and permissionsAnswers follow access rights.

Questions

Frequently asked

Didn’t find the answer? Write to us and we’ll reply within one business day.

Do we need SQL to use it?+

No. Ask in plain language; the agent shows the query if you want it.

Does it respect access rights?+

Yes. It only uses data the person asking is allowed to see.

Can answers be saved to dashboards?+

Yes. Save any answer as a chart on a dashboard or a scheduled report.

Which data can it use?+

Loan, payment, application and collection data in the platform, plus sources you connect.

Can it explain changes?+

Yes. Ask why a number changed, and it shows which products, branches or periods caused it.

Book a demo

See on your own products

We’ll walk you through the platform, show what matters for your products and answer questions about your business.

  • A 30-minute call
  • A walkthrough on your products and markets
  • Answers on timeline, integrations and pricing

Tell us about your lending

We reply within one business day.

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