9:41
Good morning, Brian
Meridian Bank · Loan Sales · BD-2026-0007
Acquisition & Conversion Funnel
QR Leads
23
↑ vs yesterday +12%
Active Chats
17
↑ +8%
Applications
9
↑ +5%
Loans Disbursed
4
— Flat vs yesterday
Quick Actions
Messages
Your customer John Kamau's loan was approved — KSh 850,000. Please notify them.
View
J
3
John Kamau 14:05
OK, I'll send the documents before I knock off
New leadWindow open
G
1
Grace Wanjiku Yesterday
Thanks, I'll think about it
Following up24h+
D
David Mwangi Yesterday 16:40
[Action needed] Please upload your ID front & back photos
Docs needed
S
Samuel Kimani Last Friday
Funds received. Thank you!
Disbursed
Note

Conversations sync from WhatsApp Business API. Unread badges and customer status tags update in real time.

J
John Kamau Window: 2h left
Car loan · New lead · +254 712 887 665
Today 14:02
J
Hi, what's your current car loan rate?
14:02
Hello John, I'm Brian from Meridian Bank. New car loans start from 3.2% p.a. — want me to run a 60-month estimate?
14:03
J
Sure! I'll send the logbook photo
14:03
J
Customer photo · Vehicle logbook
14:04
Loan_Application_John_Kamau.pdf
1.2 MB · Generated by Meridian CRM
14:05
J
Great, thanks. Let me check the amount
14:06
Yesterday 18:20
G
Thanks, I'll think about it
18:20
G
Let me compare rates first
Yesterday 18:21
Today 09:00 · 24h window expired
No interaction for over 24h, or a new customer — send a template message to reopen the chat window.
Me
B
Brian Otieno
Meridian Bank · Loan Sales · Business Development Officer

Meridian Bank internal system · BDO use only

Add Customer
Enter the customer's WhatsApp number for an instant duplicate check
🇰🇪 +254
Invalid number. Kenyan mobiles are 9 digits starting with 7.
Demo · switch case:
My QR Code
Brian Otieno · BD-2026-0007 · Show offline at dealerships & agents
Customers scan with WhatsApp to open your dedicated chat — and are auto-assigned to you.
Choose template message
Templates are admin-approved. {{Variables}} are auto-filled before sending.
Send file
Photos, documents & location
Log follow-up
John Kamau · Car loan · New lead
Submit Application
Product → Details → Attachments
1Product
2Details
3Attachments
Loan BD Workspace · WhatsApp Business API · Mobile high-fidelity prototype (chat = core loop)