Document Requests
Collect documents from clients securely and traceably directly via WhatsApp.

The Challenge
Collecting documents from clients for financial applications requires multiple reminders and different channels.
How It Works on WhatsApp
- Request
- Send the list of required documents with clear instructions.
- Reception
- The client sends documents directly in the chat.
- Verification
- Check documents and confirm receipt or request corrections.
- Reminder
- If documents are missing, send automatic reminders.
Example Conversation
Business Impact
Customization Options
Adapt this solution to your applications:
- Identity documents
- Pay slips
- Tax returns
- Bank statements
- Company records
- Notarial deeds
Ready to Speed Up Document Collection?
Collect documents securely and quickly.
