A WhatsApp that qualifies, simulates and collects loan documents
Leads for payroll loans or benefit-backed credit land on your store's WhatsApp. The AI asks about margin, age, benefit, runs an initial simulation, collects ID and paystub, and hands it to your team ready to process.
Three things you've already seen happen this week
Ad leads go cold within minutes
Anyone who clicks a loan ad talks to three brokers the same day. Whoever replies first gets the deal processed. Whoever's slow watches the client sign elsewhere.
Document collection stalls the pipeline
ID, paystub, bank statement, proof of address. Days of back and forth messages, the client forgets, the processor sits idle and the commission slips away.
Processors work leads that will never be approved
Without qualifying by margin, age and benefit type, the team spends hours on leads with no available margin or who already hit the bank's cap. That time is too expensive to waste.
A whole operation on WhatsApp, set up for your case
Response in seconds, around the clock
Leads come from Facebook Ads, Google or referrals. The AI replies instantly, identifies the product and routes it to the right flow.
Qualification by margin, age and benefit
Asks for benefit number, age, whether there's an active loan already, employment type. Identifies whether it fits a portability, refinance or new loan before involving a processor.
Initial simulation right in the chat
The AI estimates the amount and installment on the spot, based on partner bank tables. The customer sees what they could get before even sending a document.
Documents collected and organized
The AI requests ID, paystub, statement and a selfie. Validates that photos are legible, checks dates, and organizes it all in one place for the processor to build the proposal.
What changes at the store
- Leads answered in seconds, any time
- Documents collected without chasing one by one
- Cleaner pipeline, only leads with real margin and profile
- More proposals processed with the same team
Questions that always come up
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