Credit applications via WhatsApp, no branch visit needed
Your customer starts their credit application via WhatsApp: answers pre-qualification questions, sends photos of their documents, and checks the status. All from their phone, no branch visit needed.
Without automation
Each credit application requires 2 to 3 branch visits, paper forms, and follow-up calls. 40% of applicants abandon the process before completing it. Each abandoned application represents $5,000 to $15,000 in lost commissions.
Credit application
How you build it in CX Inbox
You configure the application flow
In CX Inbox you define the steps: inform requirements, collect data, pre-qualify, and receive documents.
Product information
You upload your credit types, requirements, and rates to the knowledge base for automatic answers.
Automatic pre-qualification
The flow collects income, tenure, and amount; an HTTP tool checks eligibility in your core banking system.
Document reception
Your customer sends photos of their ID, proof of address, and bank statements directly via WhatsApp.
Tracking and resolution
You configure campaigns to notify progress. Your advisor team handles cases that require negotiation.
Features you use
Flow bot
You configure the process step by step: data collection, pre-qualification, documents, and tracking without coding.
HTTP tools
You connect your core banking system to pre-qualify in real time and check application status.
Multi-agent inbox
Your advisor team handles complex negotiations with the applicant's full history.
Segmented campaigns
You notify application progress and promote credit products to specific segments.
What you can achieve
50%
Fewer branch visits
< 3min
Full pre-qualification
60%
Less application abandonment
24/7
Status tracking available
Other use cases
Want the same results?
Set up your first flow in under 2 hours. No credit card required.
