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Create intake records and store required documents for loans

Create intake records and store required documents for loans

Your loan intake forms arrive without tracked documents, leaving processor queues incomplete and delaying review. Processors receive complete intake records and files, enabling review to start same day.

Create intake records and store required documents for loans

Overview

When forms arrive without tracked documents, processors spend time hunting files and underwriting stalls. This flow creates intake records and uploads submitted files automatically so processors receive complete files and can begin review the same day.

Create intake records and store required documents for loans