Credit customers fear scams. Correspondents who provide clear and secure service via WhatsApp earn trust and referrals.
In this article
Why caution is essential
Scams involving fake loans are common. Customers distrust everything. Clear service, with the company identified and no pressure, makes a difference.
Identified business number
Company name and visible data.
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Documents
Agree on how to send and protect the files.
Simulations
Installments, term, and total cost in writing.
Transparency
Explain fees and conditions.
Never ask for passwords
Inform the customer of this from the start.
Follow-up
Update the proposal status.
LGPD
Restricted access to data.
Ready message
"Hi, Mr. Antônio! The simulation shows installments of R$ 312 over 48 payments. Here is the total cost in writing. Reminder: we never ask for passwords or advance payments."
Common mistakes
Pressuring the customer, hiding costs, and carelessly storing documents.
Where to start
Create an introduction message with the company name, CNPJ, and a notice that you never ask for passwords.
How CRM helps
Permissions control who sees the documents, and the history records every step of the proposal.
Frequently asked questions
How can the banking correspondent provide secure service via WhatsApp?
By using an identified business number, never asking for passwords, explaining costs and conditions in writing, and protecting received documents.
The bottleneck is almost never the team. It’s the time until the first response.
VeyloCRM responds to leads instantly in your own language, organizes every conversation in the CRM, and keeps ready messages at the team’s fingertips — on WhatsApp, Instagram, and Messenger.