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Create client folders for new mortgage application intake

Create client folders for new mortgage application intake

Your intake lacks a standard filing process, so loan documents pile up and handoffs stall. It creates a full client folder set and returns the folder ID so your team can start processing same day.

Create client folders for new mortgage application intake

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Overview

For a small mortgage brokerage, inconsistent filing costs time and slows approvals; this flow creates a predictable folder tree and returns the folder ID into your intake pipeline. Your processors and loan officers get immediate access to organized files, so case work can begin the same day.

Create client folders for new mortgage application intake