Industries · Professional & financial services
Applications moved, EMIs collected.
Loan leads move through KYC, bureau check, sanction and disbursal with every document tracked. EMI reminders go out before the due date, not after the bounce.
Your pipeline
The stages your deals really move through.
- 01Lead Captured
- 02KYC/Document Collection
- 03Credit Underwriting/Bureau Check
- 04Approved/Sanction Letter
- 05Disbursed
And when one doesn't work out:Rejected/Withdrawn
Customer fields
What your team records about every customer.
- Product TypePick one
- Loan Amount RequestedNumber
- Monthly IncomeNumber
- Credit Bureau ScoreNumber
- KYC StatusPick one
WhatsApp templates
Messages already written, ready to send.
- Sanction status update
Hi applicant name, your product type application for loan amount has been status.
- Emi due reminder
Hi borrower name, your EMI of emi amount is due on due date. Please ensure sufficient balance to avoid late fees.
- Kyc document request
Hi applicant name, we're missing missing documents to complete your loan application. Please share at your earliest.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Loan/EMI Status Query
- Foreclosure/Prepayment Request
- KYC Re-submission
- Restructuring/Hardship Request
- Complaint Escalation
Where to start
The parts that matter most for lending & nbfcs.
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