Create loan application PDFs for signature from deals

Your loan records lack a templated PDF when deals enter the application stage, causing approvals to stall. Receive prefilled application PDFs for processors to review and route same day.

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Overview

Deals that reach the application stage often stall because processors wait for manually assembled documents. This flow produces prefilled, merged application PDFs and routes them to processors for immediate review, enabling same-day underwriting and signature routing.