Skip to content
Create applicant folders for loan officers before file review

Create applicant folders for loan officers before file review

Your mortgage application cards arrive without organized file structure, delaying document collection and underwriting readiness. It gives loan officers a complete folder set and intake trace so files are ready before the next review.

Create applicant folders for loan officers before file review

Workflow preview:

Zap details:

Create applicant folders for loan officers before file review