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OperateBFSI/NBFC
KYC Finisher
Micro-commitment doc chase until disbursal
+32% completion
Most loans die between 'Interested' and 'Uploaded'
A customer says yes to a personal loan at lunch. By dinner, the WhatsApp link is buried under memes and family forwards. The lender sees it as 'low intent.' It's not. It's friction. The gap between approval and upload is where disbursals go to die.
Kit Workflow Diagram
Replace with actual screenshot
The Protocol
1
Detect
Open Claw flags 'Approved, pending docs' status in the LOS
2
Call
Agent calls within 10 minutes: 'Can you share your PAN right now? I'll wait'
3
Micro-commit
Ask for one document at a time. Send the upload link. Stay on the line. Confirm receipt
4
Schedule
Schedule the next document: 'I'll call tomorrow at 11 for your address proof'
5
Complete
Once all docs are in, trigger disbursal and confirm with customer
What's in the Kit
LOS status trigger integration
Micro-commitment call flow (one doc at a time)
WhatsApp upload link with real-time receipt confirmation
Multi-day document chase scheduling
Disbursal completion dashboard
Integrations
LOS/LMSWhatsAppDocument Verification API