Mortgage brokers keep deal status updated on uploads
Mortgage brokers keep deal status updated on uploads
Mortgage brokers miss uploaded docs in busy inboxes, causing approval delays. Automated status updates mark deals when files arrive, so brokers and underwriters have accurate records.
Overview
Missing client documents stall mortgage approvals and risk commissions. This workflow keeps deal records updated when required files arrive, eliminating manual chase so brokers and underwriters can advance approvals with accurate information.
Notable Features
- Update deal status on upload
- Attach uploaded files to deals
- Notify brokers and underwriters