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.
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.