Send disclosure emails to borrowers on status change
Send disclosure emails to borrowers on status change
Your loan status updates don't trigger borrower notices, so signing and appraisal steps stall. This drafts and routes disclosure emails so borrowers and originators get notified within minutes.
Overview
When disclosure-stage loans don't generate borrower communications, signing and appraisal ordering stalls and closings slow down. This workflow drafts and routes personalized disclosure emails to borrowers and CCs originators, letting client managers prompt signatures within minutes.