WhatsApp template: loan enquiry received
The moment a loan or policy enquiry arrives, before eligibility is looked at.
A utility template, sent the moment a loan or policy enquiry arrives, before eligibility is looked at. Usually sent inside the customer's 24-hour window, where it is charged at the utility rate since 1 October 2026.
The template
Hi {{1}}, thanks for asking about a {{2}}. {{3}} from {{4}} will take it from here. To check what you are eligible for we will need a few details — reply here and we will ask them one at a time. Reference {{5}}.Variables
{{1}}— Customer name{{2}}— Product (home loan, term cover…){{3}}— Agent name{{4}}— Firm name{{5}}— Enquiry reference
Filled in
Hi Neha, thanks for asking about a home loan. Rohan from Sahyog Finserv will take it from here. To check what you are eligible for we will need a few details — reply here and we will ask them one at a time. Reference LN-3181.
When to send it, and what gets it rejected
Inside the window the customer just opened, so free. No rate, no EMI, no 'lowest interest' in this or any template — Meta's review reads it as a financial claim, and your regulator reads it as advice. The reference is what the applicant quotes on a call.
Submitting it to Meta
Create it in WhatsApp Manager (or through your tool) with the category Utility, paste the body with the {{n}} variables, and give each variable a sample value from the example above — Meta’s review reads the samples. Approval usually takes minutes to a few hours. If it comes back re-categorised as marketing, a line in the body reads as promotional; remove it rather than argue.
What it costs to send
In India, Meta charges ₹0.115 per delivered message for a utility template, plus 18% GST, when it is sent outside the customer’s 24-hour window. Inside the window it has been charged at the same rate since 1 October 2026. The pricing guide has the full rate card; Linkubit adds nothing to it.
Send it without typing it
In Linkubit this template is a step the assistant sends on its own when the moment arrives — the enquiry lands, the visit is booked, the shipment moves — with the variables filled from the record. Start free and connect your number.
Questions about this template
Is "Loan enquiry received" a utility or a marketing template?
Utility. It is about the customer's own transaction, so it needs no separate opt-in, and it is charged at the utility rate inside and outside the 24-hour window since 1 October 2026.
What does it cost to send "Loan enquiry received" in India?
₹0.115 per delivered message before 18% GST, on Meta's published rate as read on 18 September 2026. It is usually sent inside the customer's 24-hour window, where it has been charged at the same rate since 1 October 2026. Meta bills your own account; nothing is added.
Can I change the wording of "Loan enquiry received"?
Yes. Keep the variables in order and none at the start or end of the body, keep the category honest — no offer, discount or "limited time" line in a utility message — and resubmit; the previous version keeps working until the new one is approved. The template checker tests a draft before you submit it.
More templates for loan & insurance agents
- Document checklist — Once eligibility facts are captured and the application can start.
- Application status — When the lender or insurer moves the file — sanctioned, needs more, issued.
- Renewal due — Thirty days and seven days before a policy the customer holds lapses.
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