> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monumint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dropoff Follow-up

**🧗 The Challenge**: When loan applicants start the application process but don't complete it, they often need gentle reminders and guidance to continue. Manual follow-ups are time-consuming and inconsistent.

**💡 Our Solution**: Monumint automatically detects when applicants drop off and schedules intelligent, personalized follow-ups based on their specific onboarding status and needs.

## How It Works

### 1. Set Up Your Checklist

* Define required documents and information for your loan process
* Configure validation rules for each checklist item
* Set field types (text, file upload, date, etc.)
* Mark which items are required vs optional
* Add help text and guidance for applicants

![Checklist Setup](https://mintcdn.com/omniai/i93M93_eA4j77bq6/images/use-cases/dropoff-follow-up/checklist-setup.png?fit=max\&auto=format\&n=i93M93_eA4j77bq6\&q=85\&s=ce158b267520cb6036a26276e32126b9)

### 2. Import Drop-off Leads

There are a few ways you can import your drop-off leads:

* **CSV upload**
* **Email imports**
* **Webhook imports**
* **Manual imports**

For more details, please see [Imports](https://docs.monumint.com/leads/imports.md).

### 3. Intelligent Follow-up Scheduling & Personalized Messages

AI determines optimal timing and creates contextual messages:

* **Smart Timing**: Analyzes applicant's timezone and engagement patterns
* **Personalized Content**: References specific missing checklist items and application progress
* **Multi-channel Delivery**: Automatically chooses SMS or email based on available contact info

> [!NOTE]
>
> You can write custom follow up instructions in the agent workflow prompt. For
> example, if you want to prioritize collecting all the documents first from the
> applicants, you could write *"Please focus on collecting all required
> documentation first before proceeding to other checklist items."*

## Example Scenarios

### Scenario 1: Incomplete Documents

* **Trigger**: Applicant uploaded bank statements but missing income verification
* **AI Action**: Schedules follow-up for next business day at 10 AM local time
* **Message**: "Hi \[Name], thanks for submitting your bank statements! To complete your application, we just need your income verification. You can upload it here: \[link]"

### Scenario 2: Document Review Issues

* **Trigger**: Uploaded document failed validation
* **AI Action**: Immediate follow-up with specific guidance
* **Message**: "Hi \[Name], we received your document but need a clearer photo. Please retake ensuring all corners are visible: \[link]"

## Benefits

* **Automated Detection**: System automatically identifies when applicants need follow-up
* **Intelligent Timing**: Follow-ups are scheduled at optimal times based on timezone and engagement patterns
* **Personalized Messages**: Each follow-up references specific missing items and progress
* **Multi-channel**: Works across email and SMS channels

## Related Guides

> [card] [Checklist Setup](https://docs.monumint.com/ai-agent/checklist.md)
>
> Configure your checklist requirements

> [card] [Lead Imports](https://docs.monumint.com/leads/imports.md)
>
> Learn how to import drop-off leads

> [card] [Agent Fine-tuning](https://docs.monumint.com/ai-agent/fine-tuning.md)
>
> Customize follow-up behavior

> [card] [Autopilot Mode](https://docs.monumint.com/ai-agent/autopilot.md)
>
> Enable automatic follow-ups


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