Keep operations coordinators on top of disclosure records
Keep operations coordinators on top of disclosure records
Operations coordinators miss signed disclosure emails, causing loan processing delays and compliance exposure. Create saving disclosure records from those emails so ops can process loans.
Overview
Missed signed disclosures stall loan processing and increase compliance exposure for operations coordinators. This workflow captures signature-complete emails, creates saving disclosure records, and routes issues to staff—reducing missed disclosures and keeping loans moving.
Notable Features
- Create saving disclosure records automatically
- Extract loan numbers from email subjects
- Notify operations coordinators on failures