Posted by You’re a loan agent, a DSA, or an insurance advisor. You’ve just convinced a customer to take a loan or buy insurance. Great! But now comes the biggest headache — collecting documents like Aadhaar, PAN, income proofs, or photos.
✅ Customers say:
“I’ll send it soon…”
But they don’t.
✅ You keep calling, following up, sending reminders.
✅ Customers forget, delay, or send incomplete documents.
This wastes your time, slows down your business, and sometimes you lose the customer altogether.
How It Gets Worse
- Customers are busy and don’t want to download apps or email documents.
- Sending documents over SMS feels unsafe and clumsy.
- Physical document collection means travel, cost, and time wasted.
For loan agents, DSAs, and insurance agents, this delay means lost commissions, missed targets, and frustrated customers.
The Solution — Vaayu AI on WhatsApp 🚀
Vaayu AI makes document collection super easy and fast — directly on WhatsApp!
Here’s how it works:
✅ You send your customer a WhatsApp message through Vaayu AI.
✅ The message has a secure form right inside WhatsApp.
✅ Customers tap and upload photos of their Aadhaar, PAN, income proof, or even a selfie.
✅ Vaayu AI safely saves these documents for you.
✅ You get the files instantly — no follow-ups needed!
No apps. No emails. No calls. Just WhatsApp.
Why Loan Agents, DSAs, and Insurance Agents Will Love It
✅ Saves hours of chasing customers for documents.
✅ Looks professional and builds trust with customers.
✅ Works for any document: photos, PDFs, IDs, signatures.
✅ comes with integrated CRM, AI marketing tool and many more
✅ Helps close more loans and policies faster — so you earn more!
Start Today
If you’re tired of chasing customers for documents, it’s time to try Vaayu AI on WhatsApp.
Say goodbye to paperwork hassles. Let WhatsApp and Vaayu AI handle it!