Create prospect folders and stage subfolders for new loans
Create prospect folders and stage subfolders for new loans
Loan entries lack a consistent folder structure, causing missing documents and slow handoffs. Originators can start work same day with organized prospect folders and stage subfolders.
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Overview
Inconsistent loan folders slow originations and create a constant chase for missing paperwork; standardizing filing removes that friction. This workflow produces a complete prospect folder and stage subfolders for every new loan so originators and operations can access files and start processing same day.