Loan operations: ensure disclosure signatures and reviewer alerts
Loan operations: ensure disclosure signatures and reviewer alerts
Loan operations coordinators face unsigned disclosures that trigger compliance holds. Immediate routing sends disclosure envelopes to borrowers and reviewers so signatures and reviews start quickly.
Overview
Unsigned disclosures stall loan closings and create compliance risk for lenders. This workflow routes every application into your e-sign templates and notifies internal reviewers, eliminating signature delays so reviews start promptly and audit trails are maintained.
Notable Features
- Send disclosure envelopes to borrowers
- Notify internal reviewers and approvers
- Attach application files to envelopes