Generate refinance estimate and post to deal comment
Generate refinance estimate and post to deal comment
Your refinance deal records lack a clear cost snapshot, slowing underwriting and client conversations. A formatted estimate is posted to the deal comment so you can review and respond the same day.
Overview
When a deal is flagged for refinance, your loan officers need a consistent cost snapshot to act quickly. This flow generates and posts a clean refinance estimate to the deal immediately, enabling same-day outreach and faster underwriting handoffs.