Loan officers receive clear outstanding-docs alerts and links

Loan officers miss outstanding-doc changes, delaying approvals and risking closings. Alerts send applicants the missing-doc list and upload link so processors get files faster.

Overview

Outstanding-document gaps stall loan pipelines and create manual follow-ups for processors. This workflow sends applicants a tailored missing-doc list and secure upload link when status flips to outstanding, ensuring processors receive files and eliminating manual chasing — teams report faster response times and zero missed follow-ups.

Notable Features

Send tailored document checklists
Alert loan officers and processors
Include secure upload link in messages