Business owners: streamline mortgage intake and start file review
Business owners: streamline mortgage intake and start file review
Business owners face stalled file review when loan applications and co-borrower info go unprocessed. It creates and links borrower records and a shared folder so ops can begin review.
Overview
Manual intake creates bottlenecks: unlinked co-borrowers and missing folders stall file review and raise compliance risk. This workflow creates and links borrower and mortgage records, provisions a shared folder, and alerts operations so files move into review without manual handoffs.
Notable Features
- Create and link borrower contacts
- Create shared file folders
- Notify operations for immediate review