Automated reminders
CaseCaddy chases clients for missing payslips, statements and ID automatically, with no manual follow-ups required.
Stop chasing. Start closing.
CaseCaddy automatically chases clients, solicitors and lenders for missing documents and outstanding actions, so mortgage brokers, solicitors and conveyancers spend less time on admin and more time advising, converting and completing.
Set up in minutes · No long-term contract
Dashboard
Monday, 8 June 2026
+ New case
14Activecases chasing
2Overdue14+ days
47Sentthis month
8Donecompleted
ClientWaiting forProgressStatus
JS
John SmithFirst-time buyer
Bank statements
3/5
MJ
Mark JonesRemortgage
Proof of deposit
2/5
LT
Lisa TaylorBuy to let
—
5/5
Hours back every week
The repetitive document chasing runs itself, so your time goes to advice and completions.
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 with clear proof on every case.
The problem
Still chasing clients, solicitors and lenders by hand?
Manual document chasing is the slowest, most repetitive part of every mortgage and property transaction, and it’s quietly costing you completions.
- 01
Chasing clients for documents
Payslips, bank statements, ID, proof of deposit the same follow-ups over and over, on every single case.
- 02
Cases stall when clients forget
A client means to upload their documents, then life gets in the way. The application sits still and the clock keeps ticking.
- 03
Admin teams retype the same messages
The same "just a reminder" email, written from scratch again and again, across a whole caseload.
- 04
No clear view of what's outstanding
What's been requested, what's arrived, what's still missing scattered across inboxes and memory.
- 05
Clients keep asking "any update?"
Every progress request is another interruption pulling you away from advice and new business.
What CaseCaddy does instead
Chases clients, solicitors and lenders automatically
Sends professionally worded AI reminder emails
Tracks every outstanding item across all parties
Keeps a full audit trail of every email sent
Add your own CRM upload link for clients
How it works
Set up a case in under a minute. CaseCaddy keeps it moving.
Document collection automation for mortgage brokers, from request to completion without the manual follow-ups.
STEP 01
Create a document request
Add the client and choose the documents you need from the pre-built mortgage checklist or add your own.
STEP 02
Client gets automated reminders
A first request goes out instantly, then professional reminder emails continue on your schedule until items arrive.
STEP 03
Documents tracked in one place
Every item shows as requested, received or outstanding so you always know exactly where the case stands.
STEP 04
Broker and client get updates
As documents land and the status changes, CaseCaddy updates the client and flags anything that needs your attention.
STEP 05
The case keeps moving
No manual chasing, no stalled applications. Items complete themselves off your list until the case is done.
Features
Everything you need to automate document chasing
A focused toolkit for mortgage broker admin automation built around the work that actually slows cases down.
Mortgage document tracking
Track exactly what’s been requested, received and is still outstanding on every single application.
Case updates
Clients 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 on every case.
CRM upload links
Add your own secure upload portal so clients send documents straight into your existing workflow.
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 mortgage application needs
From first-time buyers to complex cases, CaseCaddy chases and tracks the paperwork brokers request most.
Build a reusable checklist per case type, then let CaseCaddy request and chase each item until it’s received.
PayslipsBank statementsProof of IDProof of addressProof of depositSelf-employed accountsSA302sMortgage statementsCredit commitmentsGifted deposit letters
Less admin, more advice
Hand the follow-ups to CaseCaddy and win back your week
Fewer manual reminders, faster document collection and clearer client communication so more of your time goes to advice, conversions and completions.
5+hrs
of admin time freed up each week, per broker
3×
faster document collection versus manual chasing
0
missed follow-ups: every outstanding item is chased
100%
of reminders and updates logged for a clear audit trail
Figures are illustrative of typical broker workflows and will vary by caseload and configuration.
Client update automation
Keep clients informed without lifting a finger
Proactive, professional case updates mean fewer “any update?” messages and a noticeably better client experience.
- Automatic updates whenever a case status changes
- Clear, professional communications in your brand's tone
- Fewer interruptions chasing you for progress
- Every message spells out the clear next step
CaseCaddy
Hi John,
Great news, we now have everything we need for your mortgage application. We’ll review everything and be in touch with you shortly with further updates.
Kind regards,
Sarah Jones, ABC Mortgages
Sent automatically · 09:14
Who it’s for
Built for everyone who moves property transactions forward
Whether you’re a mortgage broker, solicitor or conveyancer, document chasing is your biggest time sink. CaseCaddy handles it for you.
Mortgage brokers
Brokers chasing clients
Chase clients for payslips, bank statements, ID and all the documents a mortgage application needs, sent automatically on a schedule you control.
Brokers chasing solicitors
Brokers chasing the solicitor
Chase the appointed solicitor for updates, outstanding queries and completion documentation without the manual phone calls and emails.
Brokers chasing lenders
Brokers chasing lenders
Keep tabs on mortgage offers, valuations and queries from lenders and follow up automatically so offers don't expire and cases don't stall.
Solicitors & conveyancers
Solicitors chasing clients
Chase clients for signed forms, ID, proof of funds and any other documents the conveyancing transaction requires, with automated escalating reminders.
Solicitors chasing lenders
Solicitors chasing lenders
Automatically chase the lender for the mortgage offer, DS1 or certificate of title, the holdups that cause the most delays in residential transactions.
Shared ownership
Multi-party transactions
Chase documents from multiple parties at once: the buyer, the seller's solicitor, the housing association and the lender, so nothing holds up exchange or completion.
Self-employed
Self-employed applicants
Chase SA302s, accounts and tax overviews automatically, the documents that most often hold these cases up.
New build
New build purchases
Chase developer packs, warranty documents and exchange paperwork automatically before build completion deadlines slip.
Estate agents
Estate agents chasing parties
Keep sales progressing by chasing buyers, sellers, solicitors and mortgage brokers for outstanding information, so chains don't stall waiting on one slow party.
Pricing
Simple pricing. No hidden fees.
One simple plan. No hidden fees. Cancel any time.
One flat fee for your whole caseload. No per-seat charges, no surprises.
- Unlimited cases, chase as many clients 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 upload portalIncluded
Full audit trail of emails sentIncluded
Dashboard & case trackingIncluded
Total / month£39 /mo
Get startedNo long-term contract · Set up in minutes
FAQ
Document chasing software, answered
Common questions about AI document chasing, client reminders and case updates for mortgage brokers, solicitors and conveyancers.
Document chasing software automates the process of requesting and following up on missing documents from clients 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 UK mortgage brokers, solicitors and conveyancers and covers every common document type, from payslips and bank statements to ID verification, signed forms and searches.
You create a case in CaseCaddy, add the party details and select the documents you need. 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 the case complete. No manual prompting and no copy-pasting the same email.
CaseCaddy can request and chase any document you need, including payslips, bank statements, proof of ID, proof of address, proof of deposit, self-employed accounts, SA302s, mortgage statements, credit commitments, gifted deposit letters, signed forms, searches and any other item your transaction requires. You can also add your own custom document types for specific cases.
Yes. Self-employed cases typically need SA302s, tax year overviews and accountant-prepared accounts, the documents that most often take the longest to arrive. CaseCaddy chases these on the same automated schedule as any other item, so nothing sits idle while you wait.
Most professionals have their first case live within a few minutes. You add the client 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 you ever need to demonstrate due diligence on a case, you have a complete record of every communication sent on your behalf, ready to show at a moment's notice.
CaseCaddy costs £39 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. You can add your own CRM upload link to every reminder email so clients send documents directly into your workflow. It handles the chasing and tracking, and you keep your existing systems for everything else.
Yes. CaseCaddy works for any professional who needs to chase documents in a property or mortgage transaction. Solicitors and conveyancers use it to chase clients for ID, signed forms and supporting documents, and to follow up with lenders, estate agents and the other side's solicitor for outstanding items.
Yes. Any party in a transaction can be added as a contact to chase: clients, solicitors, lenders, estate agents or any other third party. Each party receives targeted reminders for the specific items they need to provide, sent automatically on a schedule you configure.
Yes. You can run multiple cases simultaneously, each with its own set of parties, documents and reminder schedules. Whether you are acting for a buyer, a seller or both in a linked transaction, every case is tracked independently.
Yes. Reminders are sent in your name, not in CaseCaddy's name, and any replies go directly to you rather than to CaseCaddy. Clients see a professional email from your firm and respond directly into your inbox, keeping you in control of the relationship at all times.
Spend less time chasing documents.
Spend more time closing cases.
Join the brokers, solicitors and conveyancers who have handed their document chasing to CaseCaddy and stopped letting cases stall.
No long-term contract · Set up in minutes