For Coaching Operations: Never miss preapproval verification tasks

Operations coordinators miss PREAPPROVED loans, letting verifications slip and enrollments stall. Create verification tasks with borrower and originator details so officers start preapproval checks.

Overview

Missed PREAPPROVED verifications stall enrollments and expose coaching programs to lost revenue and poor applicant experience. This workflow creates verification tasks and delivers borrower and originator details to loan officers so manual handoffs stop causing delays. Operations leaders get faster handoffs and zero missed preapprovals.

Notable Features

Create verification tasks with details
Attach borrower and originator details
Notify loan officers for review