Document chasing
Ask for the outstanding item in the client’s own channel. Keep asking on a schedule you set. Stop the moment a person needs to take over.
The four answers
- Who buys it
- Regulated firms, agents and practices whose work stalls waiting on a client to send one thing.
- What stays human
- Judging whether what arrived is acceptable. Every conversation that is not “where do I send this”.
- How it is charged
- Flat monthly per scope, banded by case volume rather than metered by message.
- The system behind it
- None of ours yet. It is built on your systems and the model provider’s, and saying otherwise would imply a platform we have not written.
Before you buy it
The case for it is the 35% correction rate and the fifteen-to-twenty message rounds in the mortgage note: somebody else’s research, named and dated.
And the general test, which applies to this offer as much as any other: six questions that settle whether a task should be automated at all. Five of its eight verdicts are some form of no.
What it leaves behind
Six records for every action: what triggered it, what it read, what it produced, who confirmed it, what they changed, and what it refused to do. Read a record being written: an illustration, replayed, that downloads as a CSV.
Checked 24 September 2026. Any figure on this page is restated from Half of what brokers send lenders is wrong first time. Here is where the hours go and In a regulated firm, the audit trail is the product, where it carries its source, its weight and the date it is next due, and where it is listed on the public register with every other number on this site. If one has gone stale before we got to it, tell us.
One job, named. Tell us which.
Not “automate the back office”. The specific thing that is eating the hours, with the six audit records written into the statement of work before anything is built.