Create application records from signed PDFs for loan files
Create application records from signed PDFs for loan files
Your e-signed loan PDFs sit unlogged, creating processing bottlenecks and missing attachments on applications. It stores the PDF and creates an application record so processors can act same day.
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Overview
Signed PDFs stuck in email slow down loan processing and risk missed settlement deadlines. This flow files e-signed documents into the applicant's CRM record, spins up an application entry, and pings your processors so they can act same day.