Identity & residence
- Photo ID (passport or driving licence)
- Proof of address (utility bill or council tax)
- Proof of residency / visa where relevant
Mortgage & lending
Collect every mortgage document without the email back-and-forth
A mortgage application needs the same stack of documents from every borrower: ID, proof of address, payslips, bank statements, proof of deposit. ClientLoop sends each applicant a secure checklist, chases the missing items automatically, and shows you exactly what's still outstanding.
The problem
Document chasing is the slowest part of every mortgage case
Most mortgage brokers still collect documents over email and WhatsApp. You send a list, the borrower replies with one blurry photo of a payslip, you ask for the rest, they send a bank statement missing the last page, and a week later you're still short two documents. Multiply that across every case in your pipeline and document collection becomes the single biggest drag on time-to-offer.
It also creates risk. Sensitive financial documents sitting in an email inbox aren't secure, versions get confused, and it's hard to prove what a client sent and when. When a lender comes back asking for one more item, the whole thread starts again.
The workflow
How the collection process runs
Set it up once, then run the same collection flow for every client.
- 01Build your document checklist once
Create a Template listing everything a standard application needs — photo ID, proof of address, three months of payslips, three months of bank statements, proof of deposit. Reuse it for every borrower.
- 02Send the applicant their secure workspace
ClientLoop generates a branded, private workspace with a time-limited invite link. The borrower sees your firm, not ours, and a clear list of what to upload.
- 03Borrower uploads at their own pace
They upload documents and photos directly from their phone or laptop. Each item has instructions, so you get the right pages the first time.
- 04Automatic reminders chase the gaps
Outstanding items trigger reminders on a schedule you set, so you stop manually nudging clients who half-finished.
- 05Review, then package for the lender
Preview each document, request a re-upload if something is unreadable, and approve. Everything sits in one organised place ready to submit.
What you collect
Documents commonly collected
Income
- Last 3 months of payslips
- Latest P60
- SA302 / tax calculations (self-employed)
- Employer reference or contract
Affordability & deposit
- Last 3–6 months of bank statements
- Proof of deposit
- Proof of source of funds / gifted deposit letter
- Existing mortgage statement (remortgage)
The solution
How ClientLoop helps
One reusable application checklist
Build the borrower document pack once as a Template and send the whole list in a click for every new case — no rewriting the same email.
Secure, not sitting in an inbox
Financial documents are uploaded to an encrypted workspace, not attached to email threads. Each borrower only ever sees their own workspace.
See what every case is missing
The dashboard shows, per applicant, exactly which documents are in, which are outstanding, and which cases have gone quiet.
Reminders that chase for you
Automatic reminders keep half-finished applications moving without you having to send another “just following up” message.
Re-request without starting over
If a lender needs one more statement, add it to the existing workspace instead of opening a fresh email chain.
Branded to your firm
The borrower experience carries your name and logo, which reassures clients handing over sensitive financial paperwork.
Automation
Automation examples
Connect ClientLoop to the tools you already use via the API, webhooks, Zapier or n8n.
New case in your CRM → checklist sent
When a new application is created in your CRM, call the ClientLoop API to trigger the mortgage Template automatically, so the borrower gets their document list the moment the case opens.
All documents in → notify the broker
A webhook fires when a workspace is complete, so your CRM or Slack gets pinged the instant a case is ready to package for the lender.
Completion → update your pipeline
Use Zapier or n8n to move the case to “Ready to submit” in your pipeline tool as soon as the borrower finishes uploading.
Example workflow
From new application to a lender-ready document pack
New case createdIn your CRM
Checklist sentFull document pack
Workspace openedSecure invite link
Documents uploadedPayslips, statements, ID
Reviewed & approvedRe-request if unclear
Ready for the lenderPackaged in one place
Give every borrower one clear checklist instead of ten emails
Set up your mortgage document pack once and let ClientLoop collect, chase and organise it for every application — so you spend your time placing cases, not hunting for bank statements.
FAQ
Common questions
Is ClientLoop suitable for sensitive financial documents?
Yes. Documents are stored with encryption in transit and at rest, and each borrower can only access their own private workspace via a scoped, time-limited invite link. Nothing sits in an email inbox.
Can borrowers upload from their phone?
Yes. The workspace works in a mobile browser, so applicants can photograph and upload payslips, statements and ID directly from their phone.
Can I reuse the same checklist for every application?
Yes. Save your standard document list as a Template and send it in one click to each new borrower, then add or remove items per case if needed.
What happens when a lender asks for an extra document?
Add the item to the borrower’s existing workspace and they upload it there. You keep everything for the case in one place instead of starting a new email thread.
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