Passport scans and police certificates chased
The file is ready except for the police certificate and two pages of the spouse's passport. She calls, names exactly what's missing, and the upload link is in their phone before they hang up.
An open file with checklist items still missing after the days your case managers set.
Calls with the exact items missing, answers where-do-I-get-it questions from your guides, sends the link.
Documents uploaded to the file, and a note for the case manager when a client is stuck.
How it works
- Reads the checklist
Each morning: files with items outstanding, sorted by how close the target submission date is.
- Names each item
"Your police certificate from India and pages 2 and 3 of Sunil's passport." Never a vague "we need more documents".
- Helps with the how
Where to scan, the file format and size, a translation for a document not in English or French. From your own client guides.
- Sends the link
The client's own upload link by text, WhatsApp or email, while they're still on the phone.
- Flags the stuck ones
A certificate that takes months, a lost passport, a name spelled differently. The case manager hears about it the same day.
- Calls again on schedule
Until the item is in, at the spacing you choose, and never outside the client's own daytime.
Example call
- AI agentHi Mr. Patel, it's Emma from Maple Gate Immigration. Is now an okay time? It's about your work permit file with Harjit.
- CustomerYes, go ahead.
- AI agentEverything is in except two things: your police certificate from India, and pages 2 and 3 of your wife's passport. Do you have the certificate yet?
- CustomerI applied for it. They said three weeks.
- AI agentThanks, I'll tell Harjit. For the passport pages, a clear phone photo is fine. Shall I text you the upload link now?
- CustomerYes. I'll send them tonight.
After the call: The passport pages arrive that night, the checklist shows the police certificate as applied for with a three-week estimate, and Harjit has a note to adjust the submission target.
What your team gets
- Missing items named one by one on every call
- Upload links sent during the call
- Stuck documents flagged to the case manager the same day
- Calls placed in the client's daytime, wherever they live
- A list of files waiting on the client, by submission target
Questions
Will she tell a client what document to use instead?
She reads your client guides. When a client needs a different document, she sends the question to the case manager.
Can she call clients overseas?
Yes, at hours that are daytime where the client lives.
What if a client says they're no longer applying?
She takes the reason, stops the calls and tells the case manager right away.
Hear it on your phone
Request a demo call and the agent phones you, set up for immigration consultants like yours.