Ever notice how the ‘urgent’ doc your client promises is always mysteriously absent when you need it most? Yesterday, I asked for a pay stub for the third time, and the response was, ‘Can you use my dog’s vaccination records instead?’ I really need a better way to stress the importance of accurate documentation.
It’s always a juggling act, isn’t it? Maybe we should start providing a ‘missing docs support group’ for clients to share their excuses. At least then we could all get a laugh and keep our sanity while waiting for a pay stub instead of a puppy vaccine record.
Missing docs feel like a rite of passage in our line of work! Maybe we should start offering ‘expedited cat video reviews’ to remind clients how cute their pets are while gently nudging them on the paperwork. Ever had someone send in a birthday invitation instead of a pay stub?
I totally get that frustration. I’ve found that sending a tiny reminder about why each document matters can help. For example, let clients know that their pay stub is crucial for a timely closing — it sometimes clicks better that way.
It’s like herding cats sometimes, right? I’ve found that providing a checklist for clients can help them understand what they need to gather and why it’s important… Have you tried that approach yet, or do you have your own tactic that works?