Live voice interview
Talk naturally while a transcript and review rail remain visible. Interrupt, correct, or stop at any time.
Conversational financial intake
Ramble naturally.
Review deliberately.
Tell LendForma about a vehicle, property, debt, income source, business interest, or several facts at once. The interview asks about ambiguity and stages changes for your approval.
Designed for financial reality
Useful where bank connections stop.
Connected accounts can retrieve some balances. A conversation can capture the assets, obligations, ownership, and context that financial institutions cannot see.
Typed narrative
Paste or type several facts when speaking is inconvenient. The same review and confirmation controls apply.
Conflict handling
Different amounts, possible duplicates, uncertain borrowers, and monthly-versus-annual values trigger follow-up questions.
Source history
Approved facts retain a user-confirmed source and date so later packet work can explain where a value originated.
Conversational intake is rolling out behind controlled feature flags. Before the first live interview, users receive explicit AI-processing consent and a reminder not to provide Social Security numbers or full account numbers.
Begin with what you know
Start with a clear financial picture.
Create a free personal financial statement now. Add Complete when your lender-readiness workflow needs more.