The Ultimate Lending Experience on Chat


Interact with customers on top messaging apps to create leads, streamline loan processes, and offer exceptional post-disbursement assistance.


Trusted by Leading Loan Providers


Attract High Quality Leads

  • circle-check Provide customers immediate access to a credit line without waiting or talking to a representative.
  • circle-check From pre-qualification to document submission, our bots make it easy for customers to complete their applications, reducing friction and increasing conversion.
  • circle-check Turn potential lost opportunities into successful conversions by proactively re-engage with dropped-off leads.
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Mortgage and EMI Calculators

  • circle-check Offer customers access to mortgage and EMI calculators on chat, allowing them to make informed decisions about their loans.
  • circle-check The EMI Calculators can factor in each customer's unique financial situation, offering personalized calculations for accurate, tailor-made loan recommendations.
  • circle-check Speed up the eligibility check process with a user-friendly WhatsApp calculator for entering details and quickly receiving results.
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Offer Proactive, On-Demand Support

  • circle-check Sending timely updates and reminders to customers about their ongoing loans to keep customers informed about their loan status, payment due dates, and payment schedule.
  • circle-check Effortlessly assist customers in retrieving their active loans and associated account statements connected to their account.
  • circle-check Enable a smooth agent hand-off in real-time, helping customers speak with a human agent to clarify their key concerns.
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Simplify the Lending Process

Make it seamless to apply for loans, check application status and get great post-loan support


Pre-Built Conversation Workflows

Leverage Haptik’s library of 100+ pre-built Mortgage workflows to go live faster


Send Two-Way Notifications

Proactively engage with leads and offer them the right loan options matching their requirements


Support for 130+ Languages

Cater to loan applicants and home buyers across geographies by using chatbots that support 130+ languages


Smart Agent

Escalate queries that require human involvement and offer instant support to drive higher CSAT

The Impact of Haptik’s Lending Chatbots

Offers customers an easy and hassle-free way to apply for loans.