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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.

Create submission folder and triage card for new applications

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.

Create submission folder and triage card for new applications