Loan enquiries and document exchanges happen on WhatsApp. WA CRM tracks each lead through every stage with reminders so more applications reach disbursal.
The problem
Applications stall because borrowers aren't reminded to submit documents.
Enquiries go cold between eligibility and sanction without follow-up.
Managers can't see each agent's pipeline and pending files.
How WA CRM helps
WA CRM turns your team's WhatsApp into a productive, trackable sales pipeline.
Follow up on every enquiry at the right time so more loan & mortgage providers leads convert — no deal lost to a forgotten reply.
One-click lead capture from WhatsApp Web means your team spends time selling, not copy-pasting into spreadsheets.
Stages, notes and reminders keep every lead moving forward automatically, so nothing falls through the cracks.
Managers see every rep's pipeline, hot leads and overdue follow-ups on one dashboard — so no money is left on the table.
In practice
FAQ
Yes. Set reminders for each document step so applications don't stall.
Yes. Tag each lead by stage from enquiry to disbursal for full pipeline visibility.
WA CRM only stores the name, number and notes you add — it never reads your WhatsApp message content.
Pricing
Start free. Upgrade when you're closing more. No per-lead fees, no lock-in.
Track your own leads, on your own
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