The Document Collection Reminder Bot keeps mortgage applications moving by automatically chasing outstanding documents from clients who have already started their application. GoHighLevel sends a reminder SMS listing exactly which documents are missing. Closebot handles every reply, explaining what each document is for and locking in the contact's preferred submission method (email, secure portal, SMS photo, or in-person).
What's Included
Pre-built GHL Snapshot with document collection workflow
Closebot AI bot configured as Document Collection Responder
The workflow activates when a contact has the application_started_documents_needed tag and the docs_incomplete tag applied. GHL sends a reminder SMS to prompt document submission.
1
Application Tagged Incomplete
Contact tagged with docs_incomplete after application started but documents missing.
2
Reminder SMS Sent
GHL sends reminder listing outstanding documents from Docs Missing List field.
3
Client Replies
Closebot takes over the conversation as the Document Collection Responder.
4
Submission Method Captured
Closebot confirms which submission method contact will use.
5
Confirmation Sent
Closebot confirms next steps based on chosen submission method.
6
Outcome Routing
Tag document_collection__sent applied, or human_needed if escalation required.
A$600 one-time
Document Collection Reminder Bot — AI Agency Institute