Add extracted DOB and loan ID to sheet

You get loan emails with DOBs buried in message bodies, delaying identity checks and manual logging. Capture loan ID and DOB to your sheet for fast lookup and same-day processing.

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Overview

Stop manual copying from loan emails and give compliance clerks a reliable source of truth for identity checks. Extracted loan IDs and DOBs land in your sheet and a summary email goes to reviewers, enabling same-day verification and fewer logging errors.