Chase clients for payslips, statements and ID with a "what we still need" list

Cases stall because one payslip is missing and nobody has asked for it in plain words. A reminder that lists exactly what's still outstanding, with the reason it matters and a friendly nudge each few days, gets documents in without you rewriting the same email.

Your CRM or a simple Google Sheet, plus a business-grade AI tool

Steps

1. Make a checklist per case type (employed, self-employed, remortgage, first-time buyer): payslips, bank statements, ID, proof of address, deposit evidence, P60 or tax documents. You decide what you need for each.
2. In a sheet, list each live case by reference: what's received, what's outstanding and the date each was last requested.
3. Paste the outstanding list for one case into the prompt below to get a short email or text that lists exactly what's missing, in plain English.
4. Edit it to sound like you, send it yourself, and log the date. Chase again on your own schedule with a shorter version.
5. After three chases with no reply, ring the client yourself and note it.
6. Tell clients, in your privacy notice and your first email, how to send documents safely, and never ask for full card or account log-in details.

The exact prompt

I'm a UK mortgage adviser chasing a client for documents. Client first name: [name]. Case type: [e.g. employed remortgage]. Still needed: [list, e.g. last 3 payslips, last 3 months' bank statements for the main account, photo ID]. Already received: [list]. How to send them: [secure upload/portal link].
Write a friendly, plain-English email under 120 words listing exactly what's still needed and why I need it (the lender needs it to assess the application). Then write a shorter reminder under 50 words, and a text message under 30 words. Don't mention any deadline, rate, lender decision or consequence unless I've given it, and never ask for passwords or card numbers.