Skip to content
Log inSign up
Templates
Create searchable PDF proofs from labeled request emails

Create searchable PDF proofs from labeled request emails

Your proof request emails arrive unstandardized and scattered, slowing loan file assembly and causing missed evidence. You get named PDF proofs stored in your archive for ops retrieval same day.

Create searchable PDF proofs from labeled request emails

Overview

Inbound proof emails create manual work and slow mortgage processing; this flow extracts sender details, produces a consistently named PDF, and deposits it in your shared archive. The result is searchable evidence available to operations the same day, removing repetitive manual touchpoints.

Create searchable PDF proofs from labeled request emails