Collect documents without chasing.

The problem with separate e-mails

Requesting documents by e-mail leads to scattered attachments, unclear versions and a lot of chasing. You do not know exactly what has arrived, and your client does not know exactly what is still missing.

Five tips for a complete submission

• One list per file. Put everything you need in one request list, with a short explanation per item.
• Only relevant questions. Make questions depend on earlier answers, so an employed applicant gets no self-employed questions.
• Per person. With two applicants or several parties: let each see only their own items.
• Save and continue. Let the client continue later, also on a phone.
• Review per item. Approve, reject with a reason or request again, so the client knows exactly what to do.

With The Dutch Dataroom

Request lists with conditional questions and repeatable groups, a client portal with save and continue, review per item, upload receipts and recurring requests. See mortgage advisers and accountants.