Create loan paperwork when deal reaches signature stage
Create loan paperwork when deal reaches signature stage
Your loan deals reach the signature stage without completed paperwork, causing notary handoffs and client delays. Get merged, ready-to-send PDFs for coordinators and notaries same day.
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Overview
Manually assembling loan packages at signature time creates delays and missed notary windows. This workflow produces merged, bank-aware PDF bundles automatically when deals hit the signature stage, so coordinators can deliver notarization-ready documents same day.