Mortgage agents: create underwriting tasks and client folders
Mortgage agents: create underwriting tasks and client folders
Mortgage agents miss application handoffs, causing underwriting delays and risking closings. Create underwriting tasks and client folders so reviewers and admins get clear assignments and audit trails.
Overview
When mortgage applications pile up, manual handoffs delay underwriting and put closing timelines and audit readiness at risk. This workflow creates reviewer tasks and structured client folders on submission, ensuring underwriters and admins receive clear assignments and organized files so review starts quickly and audit trails are preserved.
Notable Features
- Assign underwriting reviewer tasks
- Create organized client folders
- Notify reviewers and admin staff