For mortgage teams: notify loan ops of new borrower files

Loan ops miss borrower file uploads in shared drives, risking underwriting delays and stalled closings. Instant alerts send uploads to the ops inbox so underwriters can start review quickly.

Overview

Missed borrower uploads create underwriting bottlenecks and put closings at risk. This workflow routes every new borrower file to the loan ops inbox and can create an assigned underwriter task so reviews start faster. Teams report fewer missed follow-ups and cleaner handoffs between originators and underwriters.

Notable Features

Push upload alerts to ops inbox
Create file link and summary
Assign uploads to underwriter queue