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Create standardized deal folder structure for new deals

Create standardized deal folder structure for new deals

New deal items without a standard folder leave loan paperwork scattered and slow approvals. This creates a consistent client folder structure so brokers and compliance can find files within minutes.

Create standardized deal folder structure for new deals

Overview

Deal intake often leaves loan documents scattered, slowing underwriting and client follow-up. This flow ensures every new deal spawns a consistent client folder and subfolders so brokers and compliance teams can package files within minutes.

Create standardized deal folder structure for new deals