Offer
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.
| Who buys it | Regulated firms, agents and practices whose work stalls waiting on a client to send one thing. |
|---|---|
| The job | 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. |
| What stays human | Judging whether what arrived is acceptable. Every conversation that is not “where do I send this”. |
| Pricing shape | 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.
Questions people actually ask
Who is document chasing for?
Regulated firms, agents and practices whose work stalls waiting on a client to send one thing.
What does it actually do?
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. What stays human: Judging whether what arrived is acceptable. Every conversation that is not “where do I send this”.
How is it priced?
Flat monthly per scope, banded by case volume rather than metered by message.
Checked 8 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, 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. Nothing is quoted here that is not sourced there. If one has gone stale before we got to it, tell us.
One job, named.
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.
Talk about document chasing