Set Up Automated Document Request Follow-Up Sequences

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

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]

The AI will generate 6 messages (3 text + 3 email). Review each for:

• Does it sound like you? Adjust tone if needed
• Is the urgency escalation appropriate? (Friendly → Direct → Urgent)
• Does it have clear next action for the borrower?

Example output from AI:

Text Message 1 (Day 2):

Text Message 2 (Day 4):

Text Message 3 (Day 6):

Most LO CRMs have a "Pending Documents" task or status that triggers automation:

In Total Expert:

1. Go to Contacts → find a test borrower
2. Add a task: "Documents Pending" with a due date
3. Navigate to Journeys and create a "Document Collection" journey
4. Add your 3 messages with 2-day delays between each
5. Set enrollment trigger: when "Document Status = Pending"

In Aidium:

1. Go to Automations → Create Automation
2. Set trigger: "Tag added: Docs Pending"
3. Add 3 actions: Send Text → Wait 2 days → Send Text → Wait 2 days → Send Text + Create Task "Call borrower"

Manual fallback (if your CRM doesn't support this): Even without full automation, writing your 3 messages in advance and saving them as email/text templates saves significant time — you paste instead of composing from scratch.

1. Create yourself as a test borrower
2. Trigger the "docs pending" status
3. Verify you receive each message with proper timing and formatting
4. Check that merge fields (first name, docs list) are populating correctly