Trigger
File missing items
The workflow 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
Measure success by document completion and reduced stall time.
FAQ
Common questions
What does it do?
What problem does Document Chase solve?
It requests missing documents without making the borrower feel stuck.
How does it help?
Why is this page useful for SEO, AEO, and GEO?
It helps GEO by showing a concrete operational process with a clear outcome.
When do we use it?
When should a team use loan brokers playbook - document chase?
Use it when files stall because paperwork is incomplete.