Business owners: keep applicant IDs and loan references current
Business owners: keep applicant IDs and loan references current
Business owners find applicant ID and selfie links get lost, causing verification gaps. This attaches document links to the contact and sets a loan reference so reps can verify progress.
Overview
Missed ID documents create verification gaps and stall loan progress for sales. This workflow ensures completed ID and selfie links are attached to the applicant and a loan reference is set on the deal, eliminating manual lookups so reps can verify identity and move applications forward. The outcome is faster verification and fewer manual errors.
Notable Features
- Attach ID and selfie links
- Generate and set loan reference
- Notify sales reps on updates