Document checklist email
A clear, friendly list of exactly what the borrower needs to send, and how.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 75/100 for following the rules and doing the task.
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Paste the draft ChatGPT, Claude, Grok, or another AI gave you, and BotMyJob will flag wording worth a second look before you post it.
Not legal advice, and no attorney relationship. This flags possible issues using a fixed list of patterns. It can miss problems and flag things that are fine. You're responsible for what you publish, so check your brokerage, company, and state rules. The pattern check runs in your browser. If you use the AI second opinion, your text is sent through our server to TypeSafe, which may log or retain it under its policies. With Pro, a log entry (time, first 280 characters, findings) is saved to your compliance log. Don't paste confidential or personal information you aren't allowed to share.
Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- Loan type and borrower situation: Purchase, W-2 employee, one co-borrower
- Documents you need: Last 2 pay stubs each, 2 years W-2s each, 2 months bank statements all pages, photo ID
- How to send them securely: Upload through the secure portal link
Subject: Your document checklist
Hi [Name],
Here's everything we need from both of you. Please upload it through the secure portal link, not by regular email.
Income (for each of you)
[ ] Last 2 pay stubs
[ ] W-2s from the last 2 years
Assets
[ ] Last 2 months of bank statements, all pages, even the blank ones
ID
[ ] Photo ID for each of you
Common hold-ups
- Missing pages from bank statements
- Screenshots instead of PDFs
- Pay stubs that don't show year-to-date totals
Please send everything by [date] so we stay on track.
[Name], [Company], NMLS #[number], Equal Housing LenderAI drafts can be wrong. Check every fact, name, and number before you send anything. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
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