WhatsApp Marketing for Loan Agents and Finance Businesses
Reply to every enquiry quickly, collect documents and send reminders, without calling each customer again and again.
Where finance leads are usually lost
A customer enquires, gets no quick reply and goes elsewhere. Documents stay pending because nobody followed up. WhatsApp keeps the whole conversation on one thread and reminders go out on time.
What you get
Fast first reply
Reply automatically the moment a lead enquires.
Document reminders
Remind customers about pending documents with a simple template.
Status updates
Keep applicants informed about each stage of their application.
Team follow-up
Assign each lead to an agent and see who replied.
How to get started
- Connect your business number.
- Set up reply and reminder templates.
- Add your opted-in customers.
- Let your team follow up from one inbox.
Common questions
Can I send loan offers on WhatsApp?
Yes, to customers who agreed to hear from you. Financial promotions must follow WhatsApp's policies and the rules that apply to your business.
Is customer data kept private?
Chats run on the official API. Please read our Privacy Policy, and collect only the details you truly need.
Can my whole team use one number?
Yes. Several agents can work from one number in the shared inbox.
See it working for your business
Free setup help and a free demo. Mon–Sat, 10 am – 7 pm IST.