Why hire Yassi
Your most reliable administrative team member doesn't need a desk and delivers 24/7.
What's under the hood
Automated collection
Tell Yassi what you need from clients. It sends your checklist of required documents and collects them via email or a secured link: however clients prefer.
Smart follow-ups
You set the cadence, it follows up intelligently with clients and reminds them automatically until all files are gathered.
Secure & branded client portal
Your clients receive a secure, branded portal to share documents safely and interact seamlessly with Yassi.
Unified communication channels
Set up Yassi's personality and tone, then communicate with it via WhatsApp, Teams, or email. Your assistant, your channels, your voice.
Bring your own storage
Connect your cloud storage (SharePoint, OneDrive, or Google Drive) and Yassi automatically files, renames, and stores every document exactly where it belongs.
Dashboard to track progress
Get a real-time view of every request, every client, and every item. See all at a glance.
Intelligent document validation
Yassi reviews documents instantly, identify and check them for completeness before handing over to you for final review and approval.
Built for professionals with better things to do
Hiring Yassi gives document-heavy professionals a faster way to collect, track and organize client files
Helping mortgage brokers and financial advisors with client onboarding, KYC and financing loan application processing
Helping insurance brokers with client intake, policies, claims and renewal documents
Helping tax advisors and accounting fiduciaries with tax returns, receipts and bookkeeping documents
Helping property managers and real estate professionals with tenant files, leases and property documentation
Helping plumbers, electricians, HVAC and field-service teams with quotes, work orders, invoices and compliance documents
Helping import/export and logistics professionals with customs, shipping, certificates and trade documentation
Turning admin work into real results
"If your work involves collecting, reviewing, or exchanging client documents, Yassi was built for you." Alex P. mortgage broker
Confidentiality at the core
With Yassi, sensitive documents remain under your storage and control, segregated by tenant, and tracked with detailed audit trails for accountability.
Stop chasing documents. Start closing deals
Book a demo to see how Yassi automates document collection and follow-ups, so you can focus on closing business.
