Send case owner an alert when client uploads document
Send case owner an alert when client uploads document
Your mortgage case documents land untracked in email, delaying review and underwriting steps. Gain immediate owner visibility so files are triaged and progressed same day.
Overview
When client uploads go unread, case turnaround slows and underwriting windows slip. Route each uploaded file directly to the assigned loan officer so files are reviewed and progressed without manual searching. You get visible, same-day triage and fewer stalled cases.