AI Document Coordinator
Chase every T4, statement, and condition document before the deadline so files close on time.
Before
Brokers and assistants chase documents by hand; a missed statement puts the closing date at risk.
After
Outstanding documents chased automatically by call and text, signatures routed through DocuSign, and at-risk files flagged days before the deadline.
What it handles
- Track the outstanding-document list per file in Filogix or Velocity
- Chase borrowers for T4s, pay stubs, statements, and condition docs by call and text
- Route documents for signature through DocuSign and confirm completion
- Flag files at risk of missing a condition or closing deadline
When it hands off to a human
Alerts the broker directly when a document is overdue or a condition deadline is at risk. Any borrower question about the file's terms, rates, or approval goes straight to the licensed broker.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Which documents can it chase?
Whatever the file needs: T4s, pay stubs, bank statements, gift letters, and lender condition documents.
Does it work with my deal platform?
It reads outstanding-document lists from Filogix and Velocity and keeps the file status current.
How does it handle sensitive financial documents?
Documents flow through your existing secure channels — DocuSign and your deal platform. The AI chases and confirms; it doesn't store copies, in line with Québec's Law 25.
What if a borrower ignores the reminders?
It escalates to the broker with the file's status and days remaining, well before the deadline.
Can it answer questions about the mortgage itself?
No — questions about rates, terms, or approval go to the licensed broker. The AI's job is chasing documents and deadlines.
Last updated: July 2026