Commercial real estate agents catch uploaded loan docs

Commercial real estate agents miss uploads in requested folders, stalling loan reviews and threatening closings. Automated alerts notify the deal owner so agents can begin review and advance loan files.

Overview

Missed uploads stall loan reviews and put closings at risk. This workflow routes every requested document to the deal owner and logs the upload, eliminating overlooked files and keeping loan files progressing. Expect faster handoffs and zero missed follow-ups.

Notable Features

Monitor requested documents folder
Notify deal owner by email
Log uploads to deal record