Tips for Faster Disclosure Collection
1. How can I make sure clients upload the right documents the first time?
→ Use clear, pre-filled request templates and mark essential items as “required” to avoid confusion. Add helpful instructions where needed.
2. Should I send all requests at once or break them into smaller parts?
→ Sending a focused request with clear groupings often improves completion rates. Too many requests at once can overwhelm clients.
3. What’s the best way to follow up with a client who hasn’t uploaded documents?
→ Use DISCLOEZY’s built-in reminders, or resend the request link with updated messaging to prompt quick action.
4. Can I explain to clients why each document is needed?
→ Yes. Adding a note or brief explanation next to each request builds trust and helps clients feel confident about what they’re uploading.
5. What should I do if a client skips a non-required document?
→ DISCLOEZY prompts clients to leave a reason when skipping non-required uploads. Review their comments to decide if further follow-up is needed.
6. How can I reduce the need for back-and-forth communication?
→ Pre-empt confusion by using smart templates, setting required fields, and enabling automated reminders.
7. Can I resend a disclosure request if I need more documents later?
→ Yes. You can use the Resend Link button at any time to request additional documents from your client.