Client Requests

How Client Requests Fit Together

Understand the client application, the requests that follow it, and the single link your client uses for both.

Set Up the Client Application

Decide what the application asks, whether a client may send an unfinished one, and which consent form they sign.

Share Your Public Intake Link

Turn on one permanent link that lets anyone start a client application with you.

Build a Reusable Document Package

Save the documents you always ask certain clients for as a package, and add them to any request in one click.

Set What a Client Sees on Each Item

Change the wording, the guidance, who an item applies to, and when it appears.

Write Your Client Messages

Edit the messages a client gets about a request, the texts that go with them, and how often reminders are sent.

Automate Your Document Requests

Choose which documents each situation on a client's application asks for, and whether they go out without you.

Set the Defaults Clients See

Choose the introduction, the tools, the notes, and the confirmation every client gets while they work through a request.

Set How Client Uploads Are Checked

Decide how much checking a client's upload gets before it reaches you, and what counts as a large deposit.

Choose a Signing Provider

Connect the signing service your documents go out through, and route by lender or by document.

Use Your Own Consent Agreement

Paste your brokerage’s consent agreement, review the included authorizations, and collect borrower signatures on a generated PDF, with an optional broker countersignature.

Send a Client a Request for Documents

Ask a client for the documents a file needs, with or without sending the application first, and track what comes back.

Choose Which Borrowers a Request Goes To

Add co-applicants, aim an item at one person, and understand the link each of them gets.

Send a Document for Signature

Add a document that needs signing to a request, place the fields, and track it to signed.

What Your Client Sees

Walk the invite email, the application, and the hub exactly as your client gets them.

Work a Returned Request

Review what a client sent, act on what is flagged, ask for anything missing, and close it.

Request Changes on a Document

Send a file back to your client with a note asking for another copy.

Fill a Request In for a Client

Complete a request on a client's behalf when they cannot do it themselves.

When a Client Did Not Receive Your Request

Work out why the email did not arrive, and get the link to your client another way.