Business Loan Application
Applicant, business and financial details with document uploads.
WhatsApp automation for Lending & Microfinance
Take applications, verify customers and move loans to decision without paper or phone tag.
Lending & Microfinance
Take applications, verify customers and move loans to decision without paper or phone tag.
Typical customer journey
- Customer enquires on WhatsApp
- Receives secure application link
- Uploads ID and documents
- Officer reviews and approves
- Disbursement update sent
Relevant forms
- Business Loan Application
- Personal Loan Application
- Individual KYC
Automations
- Route by amount and branch
- Remind about missing documents
- Approval chains by limit
Benefits
- Fewer incomplete applications
- Clear ownership per branch
- Complete audit of each decision
Templates to start from
Personal Loan Application
Income, expenses and affordability inputs with ID upload.
Individual KYC
Identity, address proof and selfie verification capture.