Keep borrower folders organized for mortgage loan officers

Loan officers create borrower folders by hand, causing misfiled docs and delays. Prebuilt subfolders create standard document homes so onboarding and file collection start quickly.

Overview

Misfiled borrower documents and manual folder setup slow closings and frustrate clients. This workflow creates consistent subfolders the moment a borrower folder appears, eliminating manual setup and ensuring document spaces are ready so file gathering begins faster. Teams report fewer missing documents and smoother handoffs between loan officers and operations.

Notable Features

Create standardized borrower subfolders
Notify ops staff when ready
Attach templates to new folders