Insurance — Borrower insurance
The application file, timed to the loan signing. Use it as is or adapt it: your team can still edit it.
Template Collect
4 documents. 1 participant.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Borrower | ||||
| Loan offer | 1 | — | Required | |
| Amortization schedule | 1 | — | Required | |
| ID document | PDF, JPG | 2 | Check: expiry | Required |
| Current insurance policy if switching insurer | 1 | — | If applicable | |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: deadline before the loan signing.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.