Stop manually following up for missing borrower documents
Request documents once. Follow-ups happen automatically until they're received.
Bank Statements
Last 2 months
Last contacted: Today
Next: In 2 days
Then: In 5 days
Pay Stubs
Last 30 days
Mar 28
Tax Returns
2023 & 2024
Following up is manual and constant
Loan officers spend hours reminding borrowers to send documents, sending repeat texts and emails, and tracking what's still missing.
This slows down deals and pulls time away from closing.
- —"Did you send those bank statements?" — sent four times
- —Borrower goes quiet. You follow up again.
- —Loan stalls because one document is still missing.
One request replaces the entire follow-up loop
Request a document once. The system tracks what's missing and continues follow-ups automatically.
No reminders. No manual chasing.
How it works
Select the missing document
Click "Request Bank Statements." Takes three seconds.
Borrower is contacted
A clear, human email goes out immediately. No templates that look like spam.
Follow-ups continue automatically
The system tracks timing and keeps nudging until the document is received. You don't touch it again.
Built to reduce friction in every deal
- No manual follow-ups
- Clear visibility into what's blocking each deal
- Consistent communication with borrowers
- Less time spent on administrative work
"We already have a system"
Most systems collect documents. They don't remove the need to follow up repeatedly.
This sits on top of your existing process and handles follow-ups automatically.
"I just text my borrowers"
That works, but it requires constant attention.
This replaces that loop with consistent follow-ups you don't have to manage.
Use it on your next deal
Early access is limited. Leave your name and email and we'll be in touch shortly.