Skip to content
Log inSign up
Templates
Create document tracker rows for new deal records

Create document tracker rows for new deal records

Your document records often arrive without linked deal context, so owners can't tell which files belong to which home loan. Consolidate file links and owner names into one tracker for same-day review.

Create document tracker rows for new deal records

Overview

Unlinked document uploads stall underwriting and leave reps chasing missing files. This workflow ties incoming paperwork to the correct deal and owner, consolidating links into a shared tracker so sales ops can review and act the same day.

Create document tracker rows for new deal records