# Application Status & Document Chase — Financial Services AI agent | Mihu AI

Financial Services · Servicing

# Application Status & Document Chase

Keep applications moving by answering status questions and collecting missing documents automatically.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

## How it works

Customer asks for a status update via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk), WhatsApp, SMS or email, or a case is flagged incomplete .

Agent verifies identity and gives the current status , pulled from the LOS/policy system.

Lists exactly what's missing , per the LOS/policy system's checklist rules, and sends a secure upload link.

Sends status milestone updates as the application progresses through underwriting.

Confirms receipt and escalates anything that needs a human, logging the tracking to the CRM .

## Data sources

Case / application system Document checklist CRM

## What it targets

Status queries self-served Target 70%

Stalled-case rate Target -30%

Document turnaround time Target -40%