Trigger
File missing items
Starts when an application needs additional documents.
Playbook
Document chase
Request and remind for missing documents without making the borrower feel stuck.
Action
Ask and remind
Send a clear request, then follow up based on delay or response.
Approval
Escalate exceptions
Route unusual cases or special requirements to a human.
Result
Completed file
Success is document completion and reduced stall time.
FAQ
Common questions
Overview
What does Document Chase do?
It requests missing documents without making the borrower feel stuck.
Why it matters
Why it works
It shows a concrete process with a clear outcome.
Best fit
When to use loan brokers playbook - document chase?
Use it when files stall because paperwork is incomplete.