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Create document requests and notify lending ops team

Create document requests and notify lending ops team

Your credit applications miss automated document requests, causing manual follow-ups and underwriting delays. It creates a contact, sends a file request, and notifies lending ops so work starts same day.

Create document requests and notify lending ops team

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Overview

Manual intake is slowing underwriting and creating avoidable follow-ups. This flow captures the submission, issues the file request to the applicant, and alerts your lending ops so review can begin same day.

Create document requests and notify lending ops team