Document Chaser
Every missing page tracked and chased in plain words, so files stop waiting on the borrower.
Why it matters
Loan officers spend hours chasing returns, signed forms and statements; files sit idle for weeks waiting on one missing page.
How the solution handles it
Agents build the needs list for each loan, check every upload for the right form, year and signature, send plain-language reminders, answer borrower questions and flag files that stall. A loan officer approves any substitute document or exception.
How a missing page moves
Five agents build the needs list, check each upload, remind and answer borrowers, and flag stalled files; a loan officer approves any exception.
What it reads, and what it hands back.
What goes in
- Needs list per loan type
- Borrower uploads and email attachments
- Signed SBA Forms 1919, 413, IRS 4506-C
- Interim financials, bank statements
- Udyam certificate, GST returns (India)
What comes out
- Live needs list per file
- Plain-language reminders
- Received-and-checked log
- Stalled-file alerts
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · “Estimated” = our estimate · today’s time to a complete file estimated from lender interviews
5 specialist agents. One person decides.
More in this division.
Every SBA applicant screened against SOP 50 10 8 on day one, each finding cited to the rule.
Cash-Flow UnderwritingBusiness and guarantor returns spread into one global cash flow in under an hour, every number cited.
Package BuilderEvery 7(a) and 504 package complete and consistent before E-Tran, so it goes through on the first pass.
Build this
for your team.
We’ll show Document Chaser running on your own documents.