Your reference material
Current product information, document checklists and the answers your team is authorised to give.
Loan agencies · Workflow example
Keep every loan enquiry moving.
Connect the first enquiry, document follow-up and advisor conversation. See how a WhatsApp campaign can help your team keep the next step clear.
The journey
From the first question to a clear next step.
Use this example to discuss what the agent should handle, what to record and when your team should take over.
- 01
Start with a clear campaign
Choose the loan product, customer group, agent, business references and sales funnel. Use an approved opening template when required.
- 02
Answer with the right context
Use the campaign’s reference material, recent conversation and CRM details to explain the process and ask useful questions.
- 03
Keep the next step visible
Attach customer documents to the lead, track outstanding details and configure follow-ups for the current funnel stage.
- 04
Bring in an advisor
Let a person take over with the conversation and lead record available together. Return to AI when the team is ready.
The walkthrough shows a loan-enquiry workflow. Lender eligibility checks, credit decisions and disbursal stay with the lender; Durbash does not approve loans.
Prepare your setup
Bring the knowledge behind your conversations.
A focused demo is more useful when it reflects the way your team already works.
Your stages and owners
The steps between an enquiry and an advisor decision, plus who should handle each handover.
Your follow-up rules
When to follow up, which approved message to use and when outreach should stop.
LET’S MAKE IT PRACTICAL
Explore your loan agencies workflow.
See the working WhatsApp product, discuss the example and agree which parts fit your business today.