Residential Missing Documents Follow-up

When to use

Send after the initial documentation review, or as a regular batched follow-up. Avoid one-off drip requests unless the issue is urgent.

Subject

[{AExxx}] {Client} - Outstanding Documents and Information

Template

Hi {ClientName},

Thanks for the documents provided so far.

We have completed an initial review and the following items are still outstanding before we can proceed to the next stage:

1. {Item 1}
2. {Item 2}
3. {Item 3}

For clarity, the reason we need each item is:

• {Item 1}: {Reason}
• {Item 2}: {Reason}
• {Item 3}: {Reason}

Please upload the documents to the project folder here:

{SharePoint Folder Link}

If any item is not available, please let us know and we can confirm whether there is an acceptable alternative, such as a signed declaration or corrected document.

Kind regards,

{SenderName}