Send missing document reminders to loan applicants fast
Send missing document reminders to loan applicants fast
Your loan applications marked INCOMPLETE APPLICATION lack required documents and stall underwriting. The workflow sends a clear, timed missing-document email so applicants respond within 24 hours.
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Overview
When an application flips to an incomplete status, missing items freeze underwriting and frustrate borrowers. This workflow compiles the exact missing items and sends a tailored email to borrowers and coborrowers so requests go out within 24 hours and files move forward.