Create client file records from email attachments, quickly
Create client file records from email attachments, quickly
Your borrower emails with attachments arrive untracked, leaving loan files incomplete. Capture and attach those files to client records for faster review and same-day processing.
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Overview
Unfiled borrower attachments slow underwriting and increase compliance risk. This workflow captures email attachments, stores them in the borrower’s drive folder, and creates a linked CRM file record so loan processors can review documents same day.