Create draft document request for new loan deals

Your loan deal document requests are created manually, causing setup delays and client confusion during onboarding. Documents are ready before outreach and deal owners are notified.

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Overview

When qualifying loan deals reach your pipeline, manual document setup slows processing and frustrates borrowers. This flow drafts the client document request, adds the contact to your document system, flags the deal, and notifies the owner so paperwork is ready before outreach.