Fintech & Financial Services Automation
WhatsPortal runs a WhatsApp bot that collects employment type, income, loan amount, and basic eligibility — so your sales team only calls people who are actually eligible and interested.
Official Meta BSP · INR pricing via Razorpay
01
Your team calls 100 leads a day. 60 are ineligible — wrong income band, wrong employment type, already rejected elsewhere. Every call takes 5–10 minutes. That's hours of wasted time per day.
02
Applicants drop off because the process feels complex. An enquiry form asks too many questions. A callback never comes. WhatsApp is where they'll actually respond — but you're not on it.
03
There's no consistent qualification process. Some agents collect all the right information upfront. Others spend 20 minutes on a call to find out the applicant earns ₹12,000/month and doesn't qualify.
The solution
The bot collects employment type, monthly income, loan amount required, and existing liabilities in a structured WhatsApp conversation — consistently, every time.
When a lead submits a loan enquiry ad, they get a WhatsApp message in under 60 seconds. The qualification flow starts immediately while intent is highest.
Qualified leads get routed to the right sales team member or DSA partner based on loan type, geography, or income bracket. Ineligible leads get a polite message and are logged for future re-engagement.
Verified leads can be asked to upload Aadhaar, PAN, or salary slips directly on WhatsApp — reducing the drop-off that happens when you ask for documents over email.
How it works
Set up your qualification flow
Define your eligibility criteria and build the conversation in the no-code flow builder. Set conditions for what makes a lead qualified or ineligible.
Connect your lead sources
Link your Meta Lead Ads, website form, or DSA partner portal to WhatsPortal via native integration or webhook.
Your team only calls qualified leads
WhatsPortal handles the first conversation. Your salespeople get a notification with a qualified lead, full context, and documents ready.
Automated credit log
Application data and document verification logs are pushed to your loan management system or CRM database instantly.
Suresh P.
FlexiLoans
Hello Suresh! We received your application for a Personal Loan at FlexiLoans. 💳
2:30 PM ✓✓
To complete your application, we need to verify your KYC documents. You can upload them here.
2:30 PM ✓✓
Upload PAN Card
2:31 PM ✓✓
Please share a photo of your PAN Card. Make sure the details are clearly visible.
2:31 PM ✓✓
📸 Attached my PAN card image
2:32 PM ✓✓
PAN Card received successfully! Let's proceed to the next step. ✅
2:32 PM ✓✓
Example conversation — automated by WhatsPortal
What our customers say
“We went from 100 cold calls a day to 40 qualified conversations. Same team, better results.”
Live
Ad-to-WhatsApp conversation in under 60 seconds when connected to Meta Lead Forms
< 1 min
Average setup time for standard workflows
3×
Increase in response rates compared to email alerts
₹0
Get started for free — free plan included
FAQ
WhatsApp Business API messages are end-to-end encrypted. For sensitive documents, you can direct users to a secure form via a link in the chat, or use WhatsApp Flows (available on the Premium plan) for structured in-chat data collection.
Yes. You can set up separate flows for each product and route leads to the right flow based on what they enquire about. Each flow can have its own eligibility criteria and team routing.
WhatsPortal integrates natively with HubSpot and Zoho CRM. Qualified leads can be pushed automatically to your CRM with all collected data. For other CRMs, the Custom HTTP Request action connects to any API.
Free plan: ₹0, 100 messages/month — good for testing. Standard: ₹1,199/month, 5,000 messages. Premium: ₹2,499/month, unlimited. All in INR via Razorpay. Meta's conversation charges are separate.
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No credit card required. Official Meta BSP. Setup in under 30 minutes.
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