Lending ops: create project folder and loan checklist

Client relations director sees term-sheet deals stall when folders and checklists aren't ready, risking borrower satisfaction. Create project folder and populate loan checklist so processing can begin.

Overview

Signed term sheets that sit idle create operational drag and harm borrower experience. This workflow provisions a project folder, copies a populated loan checklist, and notifies processing so handoffs happen faster and setup tasks aren't missed. It keeps client relations focused on closing while operations starts onboarding immediately.

Notable Features

Create project folder from template
Populate loan checklist from template
Notify processing team and owner