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Send staged document requests to applicants by verification status

Your application records wait when missing income or bank documents, delaying approvals and coaching intake. Get tailored SMS requests sent so you collect documents and resume processing same day.

Send staged document requests to applicants by verification status

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Overview

Manual outreach for missing applicant documents wastes time and stalls coaching enrollments; this workflow sends the right SMS as soon as an application status flips. Program coordinators get missing pay stubs or bank statements back faster, letting approvals and coaching start same day.

Send staged document requests to applicants by verification status