WhatsApp for loan consultants & DSAs
Eligibility check, document collection, lender matching, disbursal tracking, EMI reminders and balance transfer \u2014 the operating layer that doubles file-to-disbursal and cuts drop-off 55%.
- Meta Tech Partner
- RBI-aligned
- Doc collection
- Disbursal 2×
Key things to know
Eligibility check
Instant in chat.
Document collection
One-tap upload.
Multi-lender match
Best-rate routing.
Disbursal tracking
Stage-by-stage.
People also ask
Q.RBI compliance?
Yes — DSA code + KFS disclosure.
Q.Multi-lender?
30+ banks / NBFCs.
Q.eKYC?
Aadhaar OTP + PAN + bank statement.
Q.Multi-language?
Yes.
Q.LMS / CRM integration?
Native + API.
Q.Pricing?
See /pricing.
Why loan consultants and DSAs need WhatsApp as the operating layer
Loan files die in document chase. Borrowers ghost on email and dodge calls. By the time docs arrive, the offer expires or the borrower has switched to another DSA.
WhatsApp keeps the file alive — eligibility in chat, document upload one-tap, lender status push, disbursal celebration and EMI reminder for life.
Built for serious growth teams
Eligibility check
Instant in chat.
Document collection
One-tap upload.
Multi-lender match
Best-rate routing.
Disbursal tracking
Stage-by-stage.
EMI reminders
Auto-cadence.
Balance transfer
Win-back.
Get live in days, not months
- 1
Connect WhatsApp Business
Live in 24 hours.
- 2
Wire eligibility + doc flows
- 3
Auto-fire lender push + EMI cadence
- 4
Track file-to-disbursal lift
What teams ship with this
Home loan
HL + LAP.
Personal loan
Salaried + self-emp.
Business loan
MSME + working cap.
Auto loan
New + used.
Frequently asked questions
Double file-to-disbursal in 90 days
Eligibility, docs, lender push, EMI \u2014 one operating layer.