Utility template · 6 examples · English & Hindi
Chasing documents one chat at a time slows every loan file and tax return. These templates list exactly what is pending for the customer’s own application or filing and where to upload it — and they never ask for card numbers, PINs, passwords or ID numbers, which WhatsApp’s policy does not allow.
Short, loan application
English · enHi Suresh, to process your home loan application we still need: salary slips for the last 3 months and Form 16. Please upload them at the link below or send clear PDFs in this chat.
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Hi {{1}}, to process your {{2}} application we still need: {{3}}. Please upload them at the link below or send clear PDFs in this chat.document_request_en_shortDetailed, ITR filing
English · enDocuments needed
Dear Mr. Agarwal, to file your income tax return for AY 2026-27, please share these documents by 20 Sep: Form 16, interest certificates from your bank, and rent receipts if you claim HRA. Upload them securely at the link below or send them as PDFs here. This request is being handled by CA Neha Jain, who can answer any questions.
10:42
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Dear {{1}}, to file your income tax return for {{2}}, please share these documents by {{3}}: Form 16, interest certificates from your bank, and rent receipts if you claim HRA. Upload them securely at the link below or send them as PDFs here. This request is being handled by {{4}}, who can answer any questions.document_request_en_itrReminder, with buttons
English · enHi Pradeep, a reminder that your car loan application is still waiting for your latest bank statement. Once we receive it, your file moves to the next step. Tap below to upload, or call us if you need help.
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Hi {{1}}, a reminder that your {{2}} application is still waiting for {{3}}. Once we receive it, your file moves to the next step. Tap below to upload, or call us if you need help.document_request_en_reminderShort, loan application
Hindi · hiनमस्ते सुरेश, आपके होम लोन आवेदन के लिए हमें अभी ये दस्तावेज़ चाहिए: पिछले 3 महीने की सैलरी स्लिप और Form 16। कृपया नीचे दिए लिंक पर अपलोड करें या साफ़ PDF इसी चैट में भेजें। दस्तावेज़ मिलते ही हम पुष्टि भेज देंगे।
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नमस्ते {{1}}, आपके {{2}} आवेदन के लिए हमें अभी ये दस्तावेज़ चाहिए: {{3}}। कृपया नीचे दिए लिंक पर अपलोड करें या साफ़ PDF इसी चैट में भेजें। दस्तावेज़ मिलते ही हम पुष्टि भेज देंगे।document_request_hi_shortDetailed, ITR filing
Hindi · hiज़रूरी दस्तावेज़
प्रिय अग्रवाल जी, AY 2026-27 का आपका ITR फ़ाइल करने के लिए कृपया 20 सितंबर तक ये दस्तावेज़ भेजें: Form 16, बैंक से ब्याज प्रमाणपत्र, और HRA क्लेम करने पर किराए की रसीदें। दस्तावेज़ नीचे दिए सुरक्षित लिंक पर अपलोड करें या PDF के रूप में यहीं भेजें। आपकी फ़ाइल CA नेहा जैन देख रहे हैं।
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प्रिय {{1}}, {{2}} का आपका ITR फ़ाइल करने के लिए कृपया {{3}} तक ये दस्तावेज़ भेजें: Form 16, बैंक से ब्याज प्रमाणपत्र, और HRA क्लेम करने पर किराए की रसीदें। दस्तावेज़ नीचे दिए सुरक्षित लिंक पर अपलोड करें या PDF के रूप में यहीं भेजें। आपकी फ़ाइल {{4}} देख रहे हैं।document_request_hi_itrReminder, with buttons
Hindi · hiनमस्ते प्रदीप, यह रिमाइंडर है कि आपके कार लोन आवेदन के लिए आपका ताज़ा बैंक स्टेटमेंट अभी बाकी है। दस्तावेज़ मिलते ही आपकी फ़ाइल अगले चरण में भेज दी जाएगी। अपलोड करने के लिए नीचे टैप करें।
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नमस्ते {{1}}, यह रिमाइंडर है कि आपके {{2}} आवेदन के लिए {{3}} अभी बाकी है। दस्तावेज़ मिलते ही आपकी फ़ाइल अगले चरण में भेज दी जाएगी। अपलोड करने के लिए नीचे टैप करें।document_request_hi_reminderVariables such as {{1}} are filled with each customer’s details when you send. Example values are shown in the preview. Writing your own? Check it before you submit.
Utility templates are about something the customer already did, carry nothing promotional, and cost far less per message than marketing. Add an offer and Meta bills it as marketing. See what it costs · More for finance & insurance: WhatsApp for finance & insurance
You can ask for the documents their own application needs and offer a secure upload link. Do not ask for card numbers, PINs, passwords, OTPs or identity numbers in a message — WhatsApp’s Business Policy prohibits it — and follow your own regulatory rules for storing what customers send.
Yes, when it is about the customer’s own application or filing. A message that also promotes a new loan or investment product is marketing.
Yes. Put the pending documents in a variable, filled from a column in your contact list, so each client sees only what is missing from their own file.
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