Create submission folder and triage card for new applications
Create submission folder and triage card for new applications
Your applications arrive without organized files or triage tasks, delaying processing. Create folders, a triage card, and signature requests automatically so teams can start same day.
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Overview
Intake friction stalls loan processing and frustrates borrowers; this flow creates a named folder, triage card, and signature request automatically. Your operations coordinators and loan officers can start triage within minutes, supporting same-day turnarounds.