Send borrower document requests and notify loan officer
Send borrower document requests and notify loan officer
Your loan files stall when required documents aren't requested from CRM, causing manual follow-ups and delays. It sends upload requests to borrowers, speeding file completion before closing.
Overview
When required documents aren't requested automatically, loan files stall and your team spends hours chasing borrowers. This workflow sends a clear upload request within minutes of the record entering the document-request stage, cutting follow-ups and accelerating file completion ahead of closing.