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Feature
Guided document requests
Use templates and checklists to ask for the right documents the first time, so there is less back-and-forth.
Why it matters
- Industry-specific templates for advisors and agents.
- Automated reminders for missing items.
- Progress tracking for every request.
How it works
- 1Choose a template or build a custom checklist.
- 2Send a secure link with a due date.
- 3Track 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.
Related features
Ready to put guided document requests into practice?