Collect Documents Faster, Without the Frustration.

Our Document Collection Automation follows up, reminds, and gathers important documents automatically through WhatsApp, keeping deals moving and saving you time.

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Document Collection Automation Graphic

Chasing Clients for Paperwork Is Slowing You Down.

Endless Follow-Ups Drain Time

Clients often forget to send required documents, leaving you stuck chasing them. Manual follow-ups take too long, causing frustration for both you and your team.

Missed Deadlines & Delayed Deals

Without a structured system, missing documents hold up transactions—delaying mortgage approvals, property sales, and legal processes that rely on speed.

Managing Documents Manually Is Inefficient

Sorting, verifying, and storing documents eats up valuable time that could be spent on high-value tasks. You need a smarter way to handle paperwork.

Automate Document Collection & Keep Deals Moving.

Our automation uses WhatsApp for fast, secure collection, ensuring clients submit documents effortlessly. Once received, documents are automatically stored in your system. No manual follow-ups, no delays.

WhatsApp document collection messages by takeflight.

Conversational Follow-Ups

No more chasing clients—our automation sends WhatsApp reminders at the right intervals until documents are submitted.

WhatsApp Document Diagram

Secure & Frictionless Collection

Clients submit documents directly via WhatsApp, making it faster and easier than email. Everything is encrypted and instantly stored in your system.

Collected Documents graphic by TakeFlight

Faster Approvals & Transactions

With real-time document submissions, you’ll speed up approvals, reduce back-and-forth, and keep deals moving smoothly.

Sam and Brad from TakeFlight

Your Digital Growth Partner.

At TakeFlight, we know the frustration of chasing documents manually. Brad & Sam built this automation after experiencing first-hand how slow paperwork collection holds up deals in the property sector. Our smart automation ensures you receive everything you need—quickly, securely, and without the manual follow-ups.

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How it works

Automate Document Collection in Three Steps.

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Microsoft Team purple logo

Book a Demo

See Document Collection in action and how it fits your workflow. We’ll show you how it eliminates document delays effortlessly.

Deploy Automation

We customise and integrate Document Collection into your process, ensuring secure and seamless document requests.

Get Documents Without Chasing

Clients receive automated reminders and submit documents faster—allowing you to focus on approvals, not admin work.

Frequently asked questions.

How does Document Collection work?

Our automation handles the entire document collection process for you, ensuring clients submit the right paperwork without the need for constant follow-ups. Using WhatsApp as a secure, high-engagement channel, clients can quickly upload documents, making the process more convenient and eliminating email delays. AI powers our system, trained on your specific processes, and integrates directly with your CRM—automating reminders, verifying submissions, and storing files instantly. This ensures documents are collected efficiently, securely, and with minimal effort from your team.

Can it integrate with my CRM or document management system?

Yes! Our automation seamlessly connects with your existing CRM and document storage systems. Documents are automatically uploaded to the appropriate client record, ensuring an organised and compliant workflow. If your system requires a custom integration, our team will handle the setup to ensure a smooth transition with minimal disruption to your operations.

Is it secure for sensitive documents?

Absolutely. We use end-to-end encryption to ensure all documents are securely transmitted and stored. Our platform complies with industry regulations for data protection, including GDPR and ICO guidelines. WhatsApp’s secure, trusted infrastructure makes it a preferred channel for client communication, reducing the risks associated with email-based document sharing.

What if a client doesn’t respond to the reminders?

Our system is designed to gently follow up at set intervals, keeping clients engaged without overwhelming them. If a client remains unresponsive after multiple attempts, we can escalate the issue by notifying your team or triggering an alternative communication method. This ensures that no critical document request falls through the cracks.

How much does it cost?

Pricing depends on document volume, integrations, and automation complexity. We offer flexible pricing structures, including performance-based models, ensuring you only pay for results. Book a demo, and we’ll discuss a pricing structure that makes sense for your business needs.

Does this replace my admin team?

No—our Document Collection Automation enhances your team’s efficiency by eliminating time-consuming manual follow-ups. Instead of chasing paperwork, your staff can focus on higher-value tasks like client support, deal structuring, and closing transactions. The system works alongside your team, reducing workload while improving turnaround times.

Do you only work with businesses in the UK?

No, we work with businesses in English-speaking markets worldwide. Our automation solutions are designed to integrate seamlessly with businesses in the UK, US, Canada, Australia, and other English-speaking regions. While we don’t currently support multilingual functionality, we ensure our systems are fully customised to fit your local market, compliance regulations, and industry needs.

Ready to Collect Documents Without the Hassle?

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