Client service · Live demo
Application checklist chat
Answers "what do I need for my application?" on the website and by email, and tracks which documents each client still owes.
Talk to Lucy at Hearthmoor Lending Advisers
Hearthmoor Lending Advisers is made up. Lucy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Clients ask the same questions about payslips, bank statements and ID, then send half the list. Applications sit waiting while the client operations team chases the rest.
How it works
- Answers document questions from the firm's own checklist, by applicant type
- Shows each client which items are still outstanding on their file
- Explains in plain words why a lender needs each item
- Emails a reminder when a file has been waiting too long
- Flags complicated situations, like self-employed income, for the adviser
What it connects to
- ClientI'm self-employed. What do I need instead of payslips?
- AgentUsually your last two years of financial statements and your IR3 tax returns. I've added those to your checklist.
- ClientMy accountant hasn't finished this year's accounts yet.
- AgentThat's common. I've flagged it for Marcus, your adviser, who can talk through what some lenders accept in the meantime.
- ClientThanks. What else is outstanding?
- AgentJust your photo ID and three months of statements for your everyday account.
Illustrative conversation. Names, numbers and details are made up.
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Instant lead callback
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