Use cases / Request missing documents

One message, one photo, file complete

The situation

The file is almost done - all that's missing is a single pay stub. You send an email, wait three days, call, and get no answer. One missing sheet of paper brings everything to a two-week standstill, the client gets impatient and wonders why their application is taking so long - when the holdup is actually on their end.

How SmartChat solves it

With SmartChat, you request missing documents right where your client already spends their time: on WhatsApp. Your message gets seen with a 98% open rate, and instead of scanning, your client simply takes a photo of the document and sends it back as a reply. Two weeks of waiting often turns into a single hour.

Set up in 3 steps

  1. 1

    Send the request: pick the contact, drop the missing document's name into your template - and the message is on its way in seconds.

  2. 2

    Receive the photo: your client snaps a picture of the document and replies right in the chat - no scanner, no email attachment, no portal login.

  3. 3

    Let SmartChat follow up: if nothing comes back, SmartChat automatically sends a reminder - automations are included on the Basic plan and up.

Best suited for

Insurance brokersMortgage brokersTax firmsReal estate agentsLaw firmsCar dealerships

Womit du das umsetzt

FAQs

Is sending documents via WhatsApp even allowed?

Your client decides for themselves what they send you - and they signed up via double opt-in beforehand. That gives you GDPR-compliant documentation for the channel; sensitive originals can still be submitted the traditional way.

Why do clients reply faster on WhatsApp than by email?

Because the message sits on their lock screen instead of in an inbox: a 98% open rate speaks for itself. And a photo takes 30 seconds - hardly anyone has a scanner handy.

What if the client still doesn't respond?

Then SmartChat follows up for you: on the Basic plan and up, you set an automatic reminder that gives a friendly nudge after a few days - without you having to think about it.

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