Save incoming bank statements to secure client folder
Save incoming bank statements to secure client folder
When bank statement emails sit unfiled in your inbox, loan processors lack verified documents and applications can stall. Files are organized into client folders so underwriting is ready same day.
Overview
Unfiled bank statements slow approvals and create audit headaches for brokers and processors. This flow captures statement attachments from incoming email and files them into client folders, so underwriting has verified documents the same day.