Capture loan leads, qualify them, and collect documents on WhatsApp.
AI that handles loan enquiries, checks eligibility, collects KYC documents, and follows up — without a call centre.
What it solves
The problem
Loan enquiries require multiple follow-ups before documents arrive
How we fix it
AI sends a document checklist and collects uploads directly on WhatsApp — no email, no portal login.
The problem
Agents spend time on unqualified leads who don't meet criteria
How we fix it
AI pre-qualifies income, CIBIL score range, and employment type before an agent speaks to the applicant.
AI agents included
Pre-trained for Finance & Lending. Ready to deploy in minutes.
Lead Pre-Qualification
Eligibility Agent
Checks income, employment, and credit history suitability.
KYC & File Uploads
Document Collector
Requests and receives Aadhaar, PAN, salary slips via WhatsApp.
Application Nurturing
Follow-Up Agent
Keeps applicants updated on status and next steps.
Product Education
EMI Calculator
Shares loan amount, tenure, and EMI breakdowns instantly.
How it flows
From first message to closed deal — automatically.
In the real world
60% faster document TAT
CapitalEase Finance
Applicants now upload all KYC documents directly on WhatsApp in one session. Processing time dropped by half.
— Operations Head, CapitalEase Finance
Ready to automate your Finance & Lending workflow?
Setup takes under 30 minutes. No long-term contract.
Get Started