Gestion
The Document Chase: How to Stop Running After Your Clients
A missing bank statement, a client who doesn't reply, a stalled file. Here's how to structure document collection so you never lose track again.
Client portal
Clients do the legwork while you keep selling.
They track progress and upload their own documents, in French or English.
≈ 12 emails per fileThe portal answers the question clients keep asking you: « where is my file? »
What it fixes
- You chase the same bank statement three times.
- Documents arrive by email, text and blurry photo.
- Clients call every week for a status update.
Video walkthrough
Video coming soon for this module
Plain-language file status
The client sees the current stage, what is expected from them and the next dates, in French or English.
- Current stage and next action
- History of exchanges
- Bilingual interface
Document upload
Clients upload from their phone; the checklist updates and AI extraction fills the file.
- Mobile upload
- Missing / Received / Validated / Rejected statuses with reason
- Automatic data extraction
Lender application tracking
Clients follow the progress of applications sent to lenders without another email from you.
- Application list and statuses
- Conditions to provide
- Change notifications
FAQ about this module
Further reading
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