In my experience, setting clear expectations upfront has drastically reduced the back-and-forth on document requests… For instance, providing a checklist at the start ensures borrowers know exactly what’s needed, making our workflow so much smoother. Has anyone else implemented a similar strategy that worked well?
I’ve found that sending a friendly reminder a few days after the checklist helps too — it’s like giving them a gentle nudge without feeling pushy. Has anyone tried a follow-up strategy that’s been effective? It’s all about keeping the convo light and productive, like reminding someone to bring snacks to a party.
I totally agree that having a checklist helps streamline requests. To take it further, I’ve found including a summary email after the initial request lets borrowers know what’s outstanding — kind of like > a team’s communication before an event. Has anyone else tried follow-ups that way?