Cases stall on paperwork. Susan doesn't let them.
The journey from decision in principle to offer dies in document limbo: one missing payslip, a bank statement in the wrong name, ID that never arrives. Susan issues every applicant a personal checklist and chases each item on WhatsApp until the case is ready to submit.
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Cases dying in limbo
A buyer goes quiet for three weeks and resurfaces with another broker who kept the pressure on.
Same checklist, every call
Advisers repeat the payslip-and-statements speech ten times a day instead of advising.
Lender deadlines missed
Offers expire and rates are lost because one document arrived two days too late.
Répondu, capté, réservé, pendant que vous travaillez
- â Issues a personalised document checklist per applicant automatically
- â Chases each missing item on WhatsApp until it is uploaded
- â Accepts photos and PDFs in chat, filed straight to the case
- â Alerts the adviser the moment a case is complete and submittable
Lectures pratiques pour votre broker
Comment rédiger un playbook de gestion des prospects que votre IA (ou votre équipe) pourra suivre
Les entreprises qui transforment le plus de demandes ne le doivent pas au hasard : elles ont un playbook â ton, faits, limites et rĂšgles d'escalade.
Appel Manqué : 7 ModÚles de SMS & WhatsApp pour Ne Plus Perdre de Clients (2026)
Ne laissez plus vos prospects tomber sur rĂ©pondeur : 7 modĂšles prĂȘts Ă l'emploi de SMS et WhatsApp pour appel manquĂ© et relance automatique.
Message d'Absence WhatsApp Exemple: 25+ RĂ©ponses Automatiques (Gratuit)
DĂ©couvrez 25+ exemples de messages automatiques et d'absence pour WhatsApp Business. ModĂšles gratuits Ă copier-coller pour votre entreprise.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code â the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.