Lending operations: attach loan offer and funds PDFs

IT admins in lending operations see completed loans missing PDFs, risking stalled case processing. Attach loan offer and balance-of-funds PDFs on status change so case managers have accurate docs.

Overview

Missing or inconsistent loan paperwork creates compliance risk and stalls case processing. This workflow generates and attaches standardized loan offer and balance-of-funds PDFs at status change, giving case managers accurate documents and a clear audit trail so loans progress smoothly.

Notable Features

Generate standardized loan offer PDFs
Create balance-of-funds breakdown PDFs
Attach documents to loan records