Keep loan officers collecting docs after underwriting update

Loan officers miss document requests when underwriting moves to WAYFINDER, stalling the pipeline. It emails borrowers credit tips and a secure upload link so loan officers can collect docs.

Overview

When underwriting flips to WAYFINDER, loan officers often miss document requests and files stall in the pipeline. This workflow delivers borrower-specific credit recommendations and a secure upload link to stakeholders, eliminating manual chasing so response times drop dramatically and files move forward.

Notable Features

Email borrowers tailored credit recommendations
Provide secure upload link
Create loan officer follow-up tasks