Try AI texting risk-free: Turn your old leads into meetings
cross
Get Started mr-aarow

Here’s how Meera simplifies mortgage document collection

Group 71-2

1

You flag which docs are missing

Your team (or your LOS/CRM) identifies which documents are still needed. Meera uses this data—via manual upload or API—to send borrowers a personalized follow-up.

personal

2

Meera sends a personalized text

Meera reaches out with a branded message and a secure link tailored to each borrower’s missing items.

up

3

Borrower uploads to a secure page

Borrowers upload documents through a mobile-friendly, secure page—no logins or passwords required.

qus

4

Meera handles questions

If the borrower replies with a question (e.g. “Can I send a photo?”), Meera answers it instantly—or routes to your team if needed.

doc

5

You get notified—and close faster

As soon as docs are uploaded, Meera notifies your team or updates your system. No chasing, no manual tracking.