Duplicate work, WhatsApp chaos
More than one agent works the same client without knowing it.
Taiseer · financing applications
From application to decision, in one system.
Taiseer takes financing applications from your website, hands each one to a single agent, and follows up with every client on WhatsApp until the contract is signed.
Fahad Al OtaibiPersonal finance · SAR 12,545Claim
Abdullah Al AjmiHome finance · SAR 30,731Claim
Not reviewed9
Under study7
Awaiting documents5
Contract signing4
Closed13
1agent owns each application, no duplicate work
10clear stages from intake to close
24/7intake from your site and ads
100%of actions logged with agent and time
Applications slip. Deals walk away.
Most financing offices and brokers run dozens of applications a day through WhatsApp and spreadsheets, with no single system to stop duplicate work or show where each file stands.
Nobody knows where a file stands
Management asks, and the agent digs through chats and sheets to answer.
Manual re-entry at every stage
The same client data is typed again at every step.
No real reporting
No daily digest, no approval rate, no view of who is productive.
Clients left waiting
The client doesn't know what's missing, so they call again and again, or go elsewhere.
Taiseer puts all of it in one place: every application has an owner, a stage and a full history.
From chaos to one system.
New application
The client fills the form on your site and the application lands in Taiseer with its documents.
Automatic intake
It appears instantly in the new-applications list, and the first free agent claims it.
Review and follow-up
It moves through your stages while the client gets automatic WhatsApp reminders for anything missing.
Decision on record
The decision is logged and the application form exports to Excel, no re-typing.
WhatsApp automation
The system follows up, so your team can review.
Instant confirmation when an application arrives, a message at every stage change, and automatic reminders for missing documents. All from your office's WhatsApp number, without an agent sending a single message.
- Receipt confirmation with a reference number
- One message per stage, written once
- Missing-document reminders
- A daily digest to the manager on WhatsApp
I applied for financing earlier, when will I hear back?
Your application is received, reference 4821. We need a copy of your bank statement to continue.Automatic, seconds later
Sure, sending it now
Document added to the file and the assigned agent notified.
Every review tool in one place.
From the first application to the final signature, Taiseer covers every step.
Smart intake list
New applications arrive automatically and the first free agent claims them, so two people never work one file.
Structured review stages
Review, study, pending, in progress, signing, collections, closed. Mirrors how you actually work.
Built-in WhatsApp automation
Instant confirmation, document reminders and internal alerts for the team.
One complete client file
Data, documents, notes, the WhatsApp thread and a history of everything, on one screen.
SIMAH report analysis
Obligations, late payments and payment history read from the SIMAH report and shown clearly to the reviewer.
Salary certificate reading
The system reads the salary certificate and suggests values; the agent confirms in one tap.
Reports and team performance
Approval rate, open applications and each agent's performance, live.
Team activity trail
Who claimed what, who moved a stage, who added a note, and when.
Role-based access
Managers see everything, agents see their own files. Works on a phone as well as a desktop.
186applications this month
61%approval rate
33open
5waiting to be claimed
Under study
File 2288SAR 300,000
File 2291SAR 120,000
Contract signing
File 2270SAR 90,000
Closed
File 2265SAR 60,000
File 2241SAR 45,000
Reports
Know everything, without asking anyone.
A live dashboard with every application, every agent and every number, updated in real time. The daily summary reaches you on WhatsApp.
Built for anyone who reviews financing applications.
Any business that receives applications and needs one path from intake to decision.
- Financing offices
- Loan brokers
- Home finance
- Installment companies
- Auto finance
- Personal finance
- SME finance
- Any submit, review, decide business
Running today at real financing businesses.
Ruwad Al Khdmat
The first system built this way: nine stages from intake to close, and WhatsApp follow-up for every client.
Emkan Gulf
Their own Taiseer instance on their own domain, with SIMAH analysis, salary certificate reading and two WhatsApp numbers.
Try it live
Fill the form like a real client.
Every application sent here appears instantly inside the demo, exactly as your team would see it. The form is in Arabic, as your clients would see it.
After you submit, open the demo and you'll find your application in the new-applications list.
Open the demoوصل طلبك التجريبي بنجاح!
افتح لوحة التحكم التجريبية الآن لتشاهده في مرحلة "استلام الطلب".
افتح لوحة التحكم ↗Questions
Is our data separate from other clients?
Yes. Each business gets its own Taiseer instance with its own database and address, never shared with another client.
Are messages sent from our number?
Yes. Your office's WhatsApp numbers are linked to the system, so clients hear from the number they already know.
Does it work on a phone?
Yes. Agents claim, review and update applications from their phone, and managers follow the dashboard from any device.
Can we try it first?
Yes. The demo is open with sample data and a guided tour of every part. You can also apply as a client from this page and follow the file inside it.
Ready to see Taiseer on your applications?
Talk to our representative and we'll show you the system on your own way of working.