Ask the right questions inside WhatsApp and RCS. Verify a borrower's Aadhaar, PAN and GST, collect documents, or capture what a traveller or home buyer is looking for, then hand your team a lead that's ready to close.
LOAN ONBOARDING JOURNEY
Qualification and verification all inside WhatsApp.
Every screen opens inside the WhatsApp chat. Each answer is verified before the borrower moves on, so the offer at the end is based on checked data.
The PAN is checked for format and status the moment it's submitted.
Name, date of birth and gender come back from the PAN record for the borrower to confirm.
The employer is verified through the UAN record, and the CIBIL score is pulled after consent.
The offer is calculated from verified data. Accepting it starts KYC in the same chat.
KYC VERIFICATION
KYC verification, done inside the conversation.
Identity, address and business checks run through verification APIs while the customer is still in the chat. Your team receives a verified customer, and the customer never types the same detail twice.
Each step runs only after the customer agrees to it, and every result is stored with a timestamp for your audit trail.
Checked for status and name match as soon as it's entered.
Registration, status and filing history for business customers and partners.
OTP-based verification with the customer's consent, inside the flow.
Documents shared in chat are read and checked against the details already verified.
Uploaded statements or Account Aggregator consent, analysed for income and existing EMIs.
Pulled with consent and matched to your credit policy in real time.
When someone asks about a holiday, a WhatsApp Flow asks where, when, who's travelling and what they want to spend. Your travel desk gets a complete brief instead of a one-line "Hi, price?"
Buyers tell you exactly what they want in the chat: the configuration, budget, locality and when they plan to move. Your sales team only calls the ones who are ready.
Your bot asks the questions your sales team would, with tap-to-answer buttons. Every reply updates the lead, and only the qualified ones reach your team.
The bot asks what the loan is for, how much is needed and how the customer earns, using tap-to-answer buttons. Eligible leads go straight to your CRM.
Students pick a programme and share their scores with suggested replies. Eligible students get a card to book a counselling call, and a counsellor is assigned.
Ready to qualify leads inside the chat?
