Keep loan onboarding folders organized for business owners

Business owners opening loans lose documents and stall onboarding, risking delayed closings. Templates build borrower folders on loan creation so loan officers begin collecting documents immediately.

Overview

Missed or misfiled loan documents stall borrower onboarding and put closing timelines at risk. This workflow creates a consistent borrower workspace the moment a loan is opened, notifies loan officers, and logs the folder link back to the loan record so operations can start collections without searching. Customers report fewer misfiled documents and smoother onboarding after implementing folder templates.

Notable Features

Create borrower folder structure
Add standardized subfolders and placeholders
Notify loan officers on creation