Mortgage brokers: pin app-scrub checklist on doc collection
Mortgage brokers: pin app-scrub checklist on doc collection
Mortgage brokers miss docs when deals hit Doc Collection, causing underwriting holds. Pin a concise app-scrub checklist to deals so underwriters and brokers have complete intake.
Overview
Incomplete documentation stalls underwriting and risks delayed closings for mortgage brokers. Pinning a standardized app-scrub checklist at Doc Collection gives underwriters and brokers a consistent intake, eliminating missing items so files progress without avoidable holds.
Notable Features
- Pin standard app-scrub checklist
- Notify underwriters and brokers
- Attach intake fields to note