Flow · Lending & Mortgages

Your application advanced

A complete Lending & Mortgages conversation, applications, status, rates.

A complete two-way WhatsApp conversation

This flow shows the full thread a lending & mortgages customer would see: a verified business sender, a rich card, suggested replies they can tap, and the booking or confirmation that follows. Every message is fully customizable.

How WhatsApp works for Lending & Mortgages

All flows

9:41

Keystone Lending

Business · WhatsApp

Today

Hey {{first_name}}! Keystone Lending here with something just for you.

Your loan

Your application advanced

Hi {{first_name}}, your loan moved to underwriting 🎉 Tap to upload your last document and see next steps.

Next stepsCall us

Next steps

You're almost there 🎉 One document left for underwriting:

Needs upload

Last 2 pay stubs

Upload securely and we'll clear underwriting. About 2 minutes.

Upload now

✅ Received, {{first_name}}! That clears underwriting. I'll text the moment you're approved.

WhatsApp message