Loans
From the quote to the funded loan.
- Lead
- Quote
- Documentation
- Credit review
- Approved / contract
- Funded
- Lost
Cockpit CRM · Lenders, loan brokers and group purchase plans
CRM for finance and credit company with WhatsApp
The CRM with WhatsApp built for how lending works: loan quote, documents, underwriting, contract and the next offer at the right time.
7 days free, no card required. Plans from R$ 99 per month.
From the quote to the funded loan, no client falls through the cracks.
The problem
Where your operation loses clients today
Loan quotes left unanswered
The client asks for a quote on WhatsApp at night and, by the time the loan officer replies, he has already closed elsewhere.
Documents that never arrive
The pay stub, the proof of address, the photo of the ID are missing, and the application sits with nobody chasing it.
Applications lost in underwriting
Between the bank, the contract and funding, nobody knows where each client stands without opening a thousand chats.
Clients who don't come back
After the loan is funded, nobody remembers to offer insurance, a group purchase plan or the next loan.
With Cockpit, every client has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from first contact to the next offer
The stages below come set up when you create your account, and you can adjust them to how your team works.
Insurance and group plans
From the quote to the policy or the plan share.
- Lead
- Quote
- Proposal
- Issuance
- Policy / share issued
- Lost
Relationship
Annual review and a new offer.
- Annual review
- New offer
- New product
- Not interested
A day at work
What the routine looks like with the CRM.
The loan officer opens the queue
Overnight conversations are already in the CRM, with the client and where the contact came from.
Quote logged
Product, amount and term stay on the deal, and the card moves to Quote.
Documents in the conversation
The client sends his ID and pay stub on WhatsApp and the card moves to Documentation.
Underwriting tracked
Every application in Credit review stays in plain view through to the contract and funding.
Nobody forgotten
Anyone who went quiet has a follow-up scheduled, and anyone funded continues in the Relationship pipeline.
Features
What comes ready for your operation
Loan details on the deal
Product, requested amount, term in months, monthly income and employer or agreement on every client record.
Products already set up
Payroll-deduction loans for retirees, public employees and private-sector employees, personal loans, group purchase plans and insurance, ready to choose from.
Everyone involved
Client, guarantor or co-signer, spouse, partner employer and partner linked to the same deal.
Where each client came from
Referral, employer agreement, partner broker, ad or past client: find out where each sale comes from.
Loss reasons
Credit denied, no deduction margin, credit restriction, rate: find out why each application was not funded.
Queue and access profiles
Contacts are distributed across the loan officers, and the manager sees who is handling them. The owner sees everything.
WhatsApp and AI Agent
Your operation's WhatsApp, inside the CRM
Every conversation becomes a client
Whoever messages you on WhatsApp enters the CRM with an open deal, with no duplicate records.
Team inbox
Loan officers and management on the same number, with a queue, transfers and internal notes.
Quick replies
Document checklist, business hours, how payroll-deduction loans work: one click and a standardized answer goes out.
Documents kept safe
IDs, pay stubs, receipts and contracts stay in the conversation and in the client's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your company's voice, answers questions, collects the quote details and hands off to the loan officer when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, I'm a retiree on social security. Can I get a payroll-deduction loan?
Hi! I can get your quote started. How much do you need and over how many months do you want to pay?
About 8 thousand, in 84 payments.
Got it! A loan officer will run the quote and message you here first thing.
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from lenders and loan brokers.
I already key applications into the bank's system.
Cockpit handles what comes before and after the data entry: the contact, the documents, the follow-up and the next offer.
My team has no time for another system.
The CRM comes with lending pipelines and WhatsApp on the same screen. Your team keeps working where they already work, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR code.
What about my clients' data?
Each company has its own separate workspace, and each team member only sees what their profile allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your operation already organized.
In minutes your CRM is ready with lending pipelines, quote fields and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
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- CRM for accounting firmsReady-made pipelines: Sales, Onboarding, Annual fee increaseSee how it works →
- CRM for car dealershipsReady-made pipelines: Sales, ServiceSee how it works →