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Create organized loan quote folder for new submissions

Create organized loan quote folder for new submissions

Your loan quote submissions lack folders, burying documents and slowing underwriting prep. It creates named folders per submission so your team can find files and prepare documents same day.

Create organized loan quote folder for new submissions

Overview

When quote submissions don't land in a consistent place, underwriting and closers waste time hunting for files. Creating a named folder for each submission gives loan officers a predictable home for documents and lets them assemble paperwork the same day.

Create organized loan quote folder for new submissions