of 4— Write Your 3-Step Follow-Up Sequence with AI

What you'll accomplish

By the end of this guide, you'll have a 3-step automated follow-up sequence that nudges borrowers to submit outstanding documents — without you manually tracking who's late and writing individual texts. For a 20-file pipeline, this saves 30–60 minutes every day.

What you'll need

ChatGPT or Claude (free) to draft your message templates
A CRM or messaging tool with automation (Total Expert, Aidium, BNTouch, Surefire, or even a service like Follow Up Boss or Zapier + your current tools)
Your standard document request list (what you typically ask for at application)
Cost: Depends on CRM — most LO CRMs include this feature

How-To Guide: Set Up Automated Document Request Follow-Up Sequences

Step 1: Write Your 3-Step Follow-Up Sequence with AI

Open ChatGPT or Claude (free tier works) and use this prompt:

Copy and paste this

Write a 3-message follow-up sequence for a mortgage borrower who hasn't submitted their documents.

Message 1 (Day 2 after request): Friendly reminder — assume they just forgot
Message 2 (Day 4): A bit more urgent — explain that the file can't move forward without documents
Message 3 (Day 6): Urgent + direct — explain the risk to their timeline and trigger a personal phone call from me

Format: Short text message style (under 160 characters each) AND email version of each
Tone: Professional but warm — not threatening
Include: The document list placeholder [DOCS_NEEDED] and borrower name placeholder [FIRST_NAME]