Loan, DSA and NBFC: call script and WhatsApp templates
Copy, then replace the words in [brackets] with your own details. Keep WhatsApp messages short and only message people who have agreed to hear from you.
Opening call script
Confirm the loan type and amount, then ask employment, monthly income, existing EMIs and the city. Explain the documents required, ask for consent to check bureau status, and set a time for the customer to share the papers.
WhatsApp message templates
Document checklist by loan type
Login confirmation to customer
Sanction congratulation
Query pending reminder
Disbursement confirmation
Messages sent on the WhatsApp Business API outside a 24-hour chat need a template approved by Meta. Treat these as drafts to submit, not pre-approved templates.
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