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.
听起来很熟悉？
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.
回复、记录、预约，一边你继续工作
- ✓ Issues a personalised document checklist per applicant automatically
- ✓ Chases each missing item on WhatsApp until it is uploaded
- ✓ Accepts photos and PDFs in chat, filed straight to the case
- ✓ Alerts the adviser the moment a case is complete and submittable
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 — 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.