Buyer Loan Document Reminder System
A done-for-you real estate automation built for the Loan Progress Coordinator, connecting Twilio and DocuSign so the work below happens on its own.
What this automation does, step by step
As a financing deadline approaches, buyers automatically receive reminders about outstanding documents their lender still needs, pay stubs, bank statements, an explanation letter, keeping the loan process on schedule without the loan progress coordinator having to personally chase the buyer down for paperwork the lender is waiting on.
Buyers who fall behind on document delivery are the single most common cause of a closing date slipping, and catching that lag early with an automatic nudge, rather than discovering it during a panicked call from the lender a week before closing, keeps far more transactions closing exactly on the date everyone originally agreed to.
- Transaction management software (e.g., Dotloop or SkySlope)
- Zapier or Make.com
- Twilio (SMS)
- DocuSign (digital document collection)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a loan progress coordinator is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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