WhatsApp Automation for Loan Agents and DSAs
A loan agent had a promising file, but one document was missing.
- Document reminders that repeat until the file is complete
- Status updates that keep applicants from drifting
- Every applicant reply out of your personal chats
What this is costing you.
Silence kills more files than rejection.
Two documents came in, four never did, and nobody asked again. Three weeks later the applicant has gone elsewhere.
You chase the same four documents forty times a week.
Salary slip, bank statement, PAN, address proof. It is the least skilled work you do and it eats the most hours.
Your leads live in your personal WhatsApp.
Four hundred threads between family messages. When someone joins your team, none of it transfers.
How AgentBandhu solves it.
Document collection reminder software that runs itself.
Attach a follow-up date to a file. The applicant is reminded until the document arrives, then it stops.
Loan application status update WhatsApp automation.
Scheduled updates through the waiting period keep you present without a call you have no time to make.
EMI and renewal reminders after disbursal.
A closed loan is not the end. EMI dates and the balance transfer conversation are both just dates.
A shared inbox on a business number.
Hand a file to a colleague. Keep the trail when someone leaves.
₹1,999 a month. One saved renewal can pay for the year.
Pro
Or ₹10,999 / year — save 54% with annual billing.
- Two-way WhatsApp inbox
- Automated reminders & birthday wishes
- Bulk import, tags & smart automations
- Pay only for messages you send
Messaging wallet. Top up any amount. ₹1 buys one message token. Tokens never expire. Low-balance alerts, optional auto top-up.
Attach a follow-up date to each file and let the sequence send the reminder. Mark it done and the messages stop.
No. There is no payout ledger or bank-wise pipeline. It handles follow-up and communication only.
Yes. Tag files by product on import — the automation only needs a date and a person.
No. It runs on a WhatsApp Business number registered to your business. Your personal number stays separate.