Automated reminders
CaseCaddy chases borrowers for missing W-2s, pay stubs and ID automatically, with no manual follow-ups required.
Stop chasing. Start closing.
CaseCaddy is document chasing software for US loan officers, mortgage brokers and realtors. It automatically chases borrowers, title companies, realtors and lenders for missing W-2s, pay stubs and loan documents, so your team spends less time on admin and more time closing.
Set up in minutes · No long-term contract
Dashboard
Monday, 8 June 2026
+ New case
14Activecases chasing
2Overdue14+ days
47Sentthis month
8Donecompleted
BorrowerWaiting forProgressStatus
JS
James SullivanPurchase loan
W-2s
3/5
MR
Maria RiveraRefinance
Pay stubs
2/5
LT
Lisa TurnerInvestment property
All received
5/5
Hours back every week
The repetitive document chasing runs itself, so your time goes to advice and closings.
Nothing slips through
Every outstanding document is tracked and chased until you mark it received.
Always audit-ready
Each reminder is logged with the date and wording, clear proof on every file.
The problem
Still chasing borrowers, title companies and realtors by hand?
Manual document chasing is the slowest, most repetitive part of every mortgage transaction, and it’s quietly costing you closings.
- 01
Chasing borrowers for documents
W-2s, pay stubs, bank statements and ID: the same follow-ups over and over, on every single file.
- 02
Loans stall when borrowers forget
A borrower means to send their documents, then life gets in the way. The file sits still and the clock keeps ticking.
- 03
Admin staff retype the same messages
The same nudge email, written from scratch again and again, across an active pipeline of thirty loans.
- 04
No clear view of what's outstanding
What's been requested, what's arrived, what's still missing, scattered across inboxes and sticky notes.
- 05
Borrowers keep asking "any update?"
Every status call is another interruption pulling you away from new business.
What CaseCaddy does instead
Chases borrowers, title companies and realtors automatically
Sends professionally worded AI reminder emails
Tracks every outstanding item across all parties
Keeps a full audit trail of every email sent
Borrowers reply to you by email, or use your own CRM link
Why automate?
Manual chasing vs CaseCaddy
What document chasing looks like when it’s done by hand, versus what it takes with CaseCaddy.
| Task | Manually | With CaseCaddy |
|---|---|---|
| Sending document requests | Written and sent one by one per borrower | Sent automatically on case creation |
| Follow-up reminders | Remembered and typed manually each time | Sent on a schedule until every document arrives |
| Chasing title companies and realtors | Phone calls and ad-hoc emails | Automated reminders to every party in the transaction |
| Tracking what's outstanding | Spreadsheets, sticky notes, inbox searches | Live dashboard per case, updated in real time |
| Stopping when documents are received | Manual, easy to forget | Stops automatically when an item is marked received |
| Audit trail | Relies on email threads and memory | Full log of every reminder sent, with timestamps |
| W-2s and self-employed docs | Chased in a single catch-all email | Each document tracked and chased individually |
How it works
Set up a case in under a minute. CaseCaddy keeps it moving.
Document collection automation for loan officers, from first request to clear to close, without the manual follow-ups.
STEP 01
Create a case
Add the borrower and loan reference. Choose the documents you need from the pre-built loan checklist or add your own.
STEP 02
Borrower gets automated reminders
A first request goes out instantly, then professional reminder emails continue on your schedule until every item arrives.
STEP 03
Documents tracked in one place
Every item shows as requested, received or outstanding so you always know exactly where the file stands.
STEP 04
Loan officer and borrower get updates
As documents land and the status changes, CaseCaddy updates the borrower and flags anything that needs your attention.
STEP 05
The file keeps moving
No manual chasing, no stalled applications. Items check themselves off your list until the loan is ready to close.
Features
Everything you need to automate document chasing
A focused toolkit for loan officer admin automation built around the work that actually slows closings down.
Loan document tracking
Track exactly what’s been requested, received and is still outstanding on every single loan file.
Borrower updates
Borrowers are automatically updated when all their documents have been marked as received.
Audit trail
Every reminder is logged with its date and wording, so you have clear proof of due diligence on every file.
Your own CRM link
Add your own CRM link to every reminder email so borrowers can send documents into your existing workflow, or simply reply by email.
AI message drafting
Professional, personalised reminders are drafted for you and the wording adapts automatically to how long each item has been outstanding.
Document tracking
Track every document a loan file needs
From purchase loans to complex self-employed files, CaseCaddy chases and tracks the paperwork loan officers request most.
Build a reusable checklist per loan type, then let CaseCaddy request and chase each item until it’s received.
W-2s (last 2 years)Pay stubs (last 30 days)Bank statementsForm 1040 / tax returnsGovernment-issued photo IDProof of down paymentGift letterInsurance binderTitle commitmentHOA estoppel letterEmployment verificationExplanation letter
Less admin, more closings
Hand the follow-ups to CaseCaddy and win back your week
Fewer manual reminders, faster document collection and clearer borrower communication so more of your time goes to new business and closings.
5+hrs
of admin time freed up each week, per loan officer
3×
faster document collection versus manual chasing
0
missed follow-ups: every outstanding item is chased
100%
of reminders logged for a clear due-diligence trail
Figures are illustrative of typical loan officer workflows and will vary by pipeline size and configuration.
Borrower update automation
Keep borrowers informed without lifting a finger
Proactive, professional updates mean fewer “any update?” calls and a noticeably better borrower experience.
- Automatic updates whenever a case status changes
- Clear, professional communications in your name
- Fewer interruptions chasing you for progress
- Every message spells out the clear next step
CaseCaddy
Hi James,
Great news, we now have everything we need for your loan application. We’ll review everything and be in touch shortly with further updates.
Kind regards,
Sarah Jones, ABC Lending
Sent automatically · 09:14
Who it’s for
Built for everyone who moves a loan to closing
Whether you’re a loan officer, mortgage broker, realtor or processor, document chasing is your biggest time sink. CaseCaddy handles it for you.
Loan officers
Chasing borrowers
Chase borrowers for W-2s, pay stubs, bank statements and all the documents a loan file needs, sent automatically on a schedule you control.
Chasing title companies
Chasing the title company
Chase the title company for the title commitment, wire instructions, payoff statement and HOA estoppel letters without the manual calls and emails.
Chasing realtors
Chasing the realtor
Follow up on purchase agreements, seller disclosures, inspection reports and repair responses automatically so nothing holds up closing.
Chasing lenders
Chasing lenders and underwriters
Keep tabs on loan commitment, clear-to-close confirmation and conditional approval items so loans do not stall waiting on underwriting.
Realtors
Realtors chasing parties
Chase buyers, sellers, lenders and title companies for outstanding items automatically so transactions do not stall waiting on one slow party.
Self-employed borrowers
Self-employed files
Chase business tax returns, profit and loss statements and 1099s automatically: the documents that most often hold self-employed files up.
VA loans
VA loan files
Chase the Certificate of Eligibility, VA appraisal and any VA-specific documentation automatically alongside the standard borrower package.
Refinance
Refinance loans
Handle all the document follow-ups for a refinance automatically, including payoff statements, insurance binders and updated income docs.
Processors
Loan processors
Give processors a single view of every outstanding item across every file, with automated reminders running in the background.
Pricing
Simple pricing. No hidden fees.
One simple plan. No hidden fees. Cancel any time.
One flat fee for your whole pipeline. No per-seat charges, no surprises.
- Unlimited cases, chase as many borrowers as you like
- Every feature included from day one
- Cancel any time, no long-term contract
CaseCaddyMonthly
Unlimited casesIncluded
Automated AI reminder emailsIncluded
Add your own CRM link for borrowersIncluded
Full audit trail of emails sentIncluded
Dashboard & case trackingIncluded
Total / month$49 /mo
Get startedNo long-term contract · Set up in minutes
FAQ
Document chasing software, answered
Common questions about automated document collection for US loan officers, mortgage brokers and realtors.
Document chasing software automates the process of requesting and following up on missing documents from borrowers and third parties. Instead of writing and sending reminder emails by hand, the software sends scheduled, professional reminders on your behalf until each item is received. CaseCaddy is built for US loan officers, mortgage brokers and real estate professionals covering every common document type, from W-2s and pay stubs to title commitments, inspection reports and clear-to-close confirmations.
You create a case in CaseCaddy, add the parties involved: borrower, realtor, title company, lender, and select the documents needed from each. The system sends the first request immediately and then follows up automatically on a schedule you set, typically every two to seven days, until all items are received or you mark them complete. No manual prompting and no copy-pasting the same email.
CaseCaddy can request and chase any document on your checklist. For borrowers: W-2s, Form 1040s, pay stubs, bank statements, photo ID, proof of down payment, gift letters and insurance binders. For title companies: title commitments, wire instructions, payoff statements and HOA estoppel letters. For realtors: purchase agreements, disclosures, inspection reports and repair responses. You can also add custom document types for specific loan types.
Yes. Self-employed files typically need business tax returns, profit and loss statements and 1099s on top of the standard borrower package, including the documents that most often take the longest to arrive. CaseCaddy chases all of these on the same automated schedule as any other item, so nothing sits idle while you wait.
Yes. Realtors and real estate agents can use CaseCaddy to chase buyers, sellers, lenders and title companies for outstanding items that are holding up a transaction. Whether you need signed disclosures, inspection responses or mortgage commitment letters, CaseCaddy tracks each item and sends automatic reminders until everything is in.
Yes. Any party in a transaction can be added: borrower, realtor, title company, lender, appraiser or anyone else. Each party receives targeted reminders only for the items they are responsible for providing, sent automatically on a schedule you configure.
Most loan officers have their first case live within a few minutes. You add the borrower or party, pick the documents from the checklist, set the reminder frequency and confirm. CaseCaddy handles everything from that point. There is no onboarding call required and no technical setup.
Yes. Every reminder sent by CaseCaddy is logged with the exact date, time and wording. If a borrower or third party claims they never received a request, you have a complete record of every communication sent on your behalf, ready to show at a moment's notice.
CaseCaddy costs $49 per month for unlimited cases. Every feature is included and there are no per-seat fees or hidden charges. You can cancel at any time with no long-term commitment.
No. CaseCaddy sits alongside your existing tools: Encompass, Blend, Salesforce or whatever you use. Borrowers can reply directly to your email, or you can add your own CRM link to every reminder so documents land in your existing workflow. CaseCaddy handles the chasing and tracking, and you keep your existing systems for everything else.
Yes. You can add any document to the checklist, including VA-specific items like the Certificate of Eligibility and FHA inspection requirements. Each document is tracked and chased individually until it arrives.
Yes. Reminders are sent in your name, not in CaseCaddy's name, and any replies go directly to you rather than to CaseCaddy. Borrowers see a professional email from you and respond directly into your inbox, keeping you in control of every file at all times.
Spend less time chasing documents.
Spend more time closing.
Join the loan officers, mortgage brokers and realtors who have handed their document chasing to CaseCaddy and stopped letting files stall.
No long-term contract · Set up in minutes