Loan officers: create standardized client folders after stage change
Loan officers: create standardized client folders after stage change
Loan officers lack organized files when contacts hit Quest Done, causing loan processing delays and audit risk. Folders and disclosure packets are created immediately so loan officers can start next steps quickly.
Overview
Missing client folders create processing delays and expose audit gaps for lending operations. This workflow ensures standardized folders and disclosure packets are created the moment a contact reaches Quest Done, so loan officers always have organized files and can begin underwriting without manual setup.
Notable Features
- Create standardized client folders
- Copy required disclosure documents
- Notify loan officers with links