Send borrower prequal email with required docs list
Send borrower prequal email with required docs list
Your preapproval records often miss timely document requests, leaving underwriting stalled and purchases delayed. Send a clear prequal email so borrowers submit docs within 24 hours.
Overview
When loans advance to preapproval, missing documents are the top cause of underwriting delays. This flow assembles required-doc lists and sends a clear prequal email with a 24-hour upload CTA so processors receive completed files the same day.