Client Service
Client/Vendor Follow-Up Agent
Drafts and routes follow-ups for missing information, keeping borrowers, agents, and lenders updated on status.
Every flow is set up for your data, your tools, and your approval steps—not a copy-paste from somewhere else.
Great for
- Client-facing and vendor coordination
- Faster information gathering
- Consistent communication
- Better client experience
What you get
Automated follow-ups
Drafts personalized follow-up messages for missing documentation.
Status updates
Keeps all parties informed of transaction progress automatically.
Multi-channel routing
Routes communications via email, SMS, or portal based on preferences.
Works with your systems
Documents we can use (examples)
Your data
We use only the access you grant. We keep data only as long as you need. We do not train on your private files unless you say so. We match how your IT and legal teams want to run things.
How we work with you
We start with a short discovery call, then a small pilot on one part of the business. When it works, we add approvals, templates, and more users. No big-bang go-live.
Ready to get started?
Book a free discovery call to see how this agent fits your workflow.