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Guided document requests
Use templates and checklists to request the right documents the first time, reducing rework and delays.
Why it matters
- • Industry-specific templates for advisors and agents.
- • Automated reminders for missing items.
- • Progress tracking for every request.
How it works
- Step 1: Choose a template or build a custom checklist.
- Step 2: Send a secure link with a due date.
- Step 3: Track completion and send automated reminders.
FAQs
Can we create our own templates?
Yes. Build custom templates for any onboarding or compliance workflow.
Do templates support multiple industries?
Yes. Create unique templates for mortgages, lettings, and financial advisory.