Loan enquiries, KYC document collection and payment reminders often scatter across an advisor’s personal phone, with no record of what was sent or promised. Wovara gives lending and financial services teams a shared inbox, automated reminder templates and a contact record for every applicant, from first enquiry to disbursal.
The problem today
Loan enquiries, KYC documents and payment reminders scatter across an advisor’s personal phone, with no consistent record of what was requested, sent, or promised.
Route enquiries from every channel into one inbox your advisory team works from together, with each applicant’s stage and history visible beside the chat.
Send a template reminder automatically when a required document — ID proof, address proof, income statement — hasn’t come in yet, instead of an advisor tracking it from memory.
Trigger an approved payment-due or overdue reminder ahead of or after a due date, so the reminder is on record in the conversation instead of an unlogged phone call.
Move an applicant from enquiry through document collection, underwriting and disbursal, visible on the contact record next to the actual conversation.
Answer eligibility criteria, required documents and process questions instantly, and hand over to a human advisor the moment a question needs a decision it isn’t authorised to make.
Leave context on an applicant’s record when a case moves between an advisor and underwriting, so the applicant is never asked to repeat information they already gave.
An applicant gets an automated checklist and reminder for outstanding documents, and whatever they send back lands in the shared inbox against their record.
An approved template reminder goes out a few days before a payment is due, with a human advisor picking up any reply that needs an actual conversation.
The AI agent answers general eligibility and document questions from a prospective applicant, and hands over to an advisor the moment the conversation needs a decision it can’t make.
Connect your existing WhatsApp Business number through Meta’s official Embedded Signup — no new number to advertise, no unofficial workarounds.
Every contact is tagged and staged by applicant and loan stage, visible on the record beside the actual conversation.
Template reminders and an AI agent trained on your own content handle the repeat questions and follow-ups, so your team spends time on the conversations that need a person.
Reply, follow up and close from a shared inbox that keeps every conversation, its history and its next step in one place.
Connect your existing number and see your first conversations organized in one shared inbox.