Send new credit files for parsing and archive
Send new credit files for parsing and archive
New credit PDFs land in a shared folder, leaving reports unprocessed and delaying credit checks. The workflow forwards each file for parsing and archives the original so underwriting sees structured data same day.
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Overview
Incoming credit PDFs that sit unprocessed slow approvals and force manual data entry, frustrating loan officers and underwriters. This flow forwards each new file to your parsing inbox and archives the original so underwriting receives clean, structured applicant data the same day.