Mortgage processors: prevent stalled applications when docs requested

Loan processors miss document items when underwriting flags change, causing mortgage files to stall and delaying closings. It sends tailored doc requests and notifies processors so files move forward.

Overview

Mortgage files stall when borrowers miss document requests, putting closings at risk. This workflow delivers tailored document requests to borrowers and notifies loan processors and loan officers, removing manual follow-up and ensuring files keep moving with fewer stalled applications.

Notable Features

Send tailored borrower document requests
Notify loan officers and processors
Create checklist of required items