Prompt loan officers to chase pending loan documents

Loan officers miss follow-ups when lead status flips to Pending, causing applications to stall and underwriting to backlog. Automated chase tasks assign ownership so officers pursue missing documents and keep applications moving.

Overview

Missed document follow-ups stall loan pipelines and risk delayed closings. This workflow ensures every Pending contact becomes an owned chase task, converting reactive nudges into predictable follow-ups so loan officers keep applications progressing. Teams report faster handoffs and zero missed follow-ups.

Notable Features

Create chase tasks for Pending leads
Assign tasks to specific loan officers
Set scheduled reminders for document follow-up