Create submission folder and task for new applications
Create submission folder and task for new applications
Your mortgage applications without a standard folder and task stall triage and burden operations. You receive a prepared file, task card, and e-sign request so cases are actionable same day.
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Overview
When applications arrive, manual folder and task creation slows intake and risks missed signature steps. This flow prepares a complete case folder, triggers a signature request, and creates an actionable task card so coordinators can begin processing immediately and meet same-day intake targets.