Overview

Mortgage and home-loan providers guide borrowers through a complex, document-heavy journey. Gaptix captures enquiries, checks eligibility, guides applications and documents, and tracks status on WhatsApp — increasing sanctioned loans, reducing drop-off and keeping borrowers reassured through a big financial decision.

Use Cases

WhatsApp use cases for Mortgage Providers

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

Home-loan enquiry

Capture property, loan amount and income.

Eligibility & EMI

Give eligibility reads and EMI estimates.

Product comparison

Explain fixed, floating and balance-transfer options.

Application guidance

Guide applications and document checklists.

Document collection

Collect and verify documents securely.

Status tracking

Give real-time application status updates.

Sanction & disbursal

Update through sanction and disbursal.

Repayment & top-up

Remind EMIs and offer top-ups.

The Platform

Everything Gaptix gives your Mortgage Providers business

One platform to run marketing, sales and support for mortgage 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 mortgage 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

I'm buying a ₹60 lakh flat — how much home loan can I get?

Great step! Lenders usually fund up to 80% (₹48L here), based on your income and obligations. EMI on ₹48L is about ₹41,000/month over 20 years. Want an eligibility check and the document checklist?

Yes, both.

On it 🏠 I'll run a quick eligibility check and send the checklist. Then I'll guide document upload and track your application to sanction — keeping you updated at every stage. Sensitive steps stay in our secure channel.

FAQ