Financial Services · Servicing
Application Status & Document Chase
Keep applications moving by answering status questions and collecting missing documents automatically.
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
How it works
- Customer asks for a status update or a case is flagged incomplete.
- Agent verifies identity and gives the current status.
- Lists exactly what's missing and sends a secure upload link.
- Confirms receipt and escalates anything that needs a human.
Data sources
Case / application system
Document checklist
What it targets
- Status queries self-served Target 70%
- Stalled-case rate Target -30%
- Document turnaround time Target -40%