Create borrower document intake records from online forms

Your borrower document submissions arrive unstructured, forcing processors to hunt for files and miss intake context. Record and tag each submission so processors can triage documents same day.

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Overview

Unstructured borrower submissions slow underwriting and waste processor hours. This flow turns each form into a structured, auditable intake record so processors can triage and act on documents the same day, reducing handoff friction and missed attachments.