Keep marketing ops borrower files consistently named and routed

Marketing ops misname borrower intake files, causing loan processors to manually search and delay reviews. This renames and routes docs into borrower folders so processors find records quickly.

Overview

Misnamed borrower documents force marketing ops and loan processors into manual triage, risking delayed reviews and compliance headaches. Standardizing filenames and routing files into borrower folders ensures processors find the right records quickly, reducing manual searches; customers report faster response times.

Notable Features

Rename files with loan numbers
Route to borrower-specific folders
Notify processors of routed files