Overview

Loan providers need high-quality applications and low drop-off. Gaptix captures loan enquiries, checks eligibility, guides applications and KYC, and manages repayments on WhatsApp — increasing qualified applications, reducing drop-off and improving repayment engagement, with sensitive steps kept in secure channels.

Use Cases

WhatsApp use cases for Loan Providers

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Loan enquiry & eligibility

Capture needs and give quick eligibility reads.

Product & EMI info

Share loan types, rates and EMI estimates.

Application guidance

Guide applications and document upload.

KYC assistance

Guide KYC and verification securely.

Approval & disbursal updates

Update applicants through the process.

EMI reminders

Remind for EMIs and share payment links.

Statements & foreclosure

Share statements and foreclosure info.

Top-ups & cross-sell

Offer top-ups and relevant products.

The Platform

Everything Gaptix gives your Loan Providers business

One platform to run marketing, sales and support for loan providers on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a loan providers customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

Do I qualify for a ₹5 lakh business loan?

Possibly! For ₹5L we typically look at business vintage, turnover and bank statements. EMI would be around ₹11,200/month over 48 months. Want to check your exact eligibility and start the application?

Yes, check it.

Let's do it 💰 I'll ask a few questions, then guide document upload. Verification and disbursal happen through our secure channel. I'll update you at each stage and set EMI reminders once approved.

FAQ