Keep loan officers and borrowers updated on underwriting changes

Loan ops coordinators miss borrower updates when underwriting moves to submitted or resubmit, causing follow-up delays. Notifications alert borrowers and loan stakeholders so processing moves forward.

Overview

Missed underwriting updates create follow-up delays and increase closing risk. This workflow ensures borrowers, coborrowers and loan stakeholders receive clear status notices as underwriting changes, eliminating missed follow-ups and keeping files moving with an auditable trail.

Notable Features

Send status emails to borrowers
Notify loan officers and processors
Record status changes in CRM