Mark uploaded file requests as matched master records

Your file uploads aren't linked to borrower records, causing operations and underwriting to waste time reconciling entries. Linked uploads give underwriters and coordinators document context same day.

Overview

Unlinked document uploads are a daily drag on underwriting and operations — they slow decisions and create manual reconciliation work. This flow links uploads to master borrower records so coordinators and underwriters get document context same day, reducing manual tasks and accelerating credit reviews.