Streamline mortgage consent and signing for business owners

Business owners miss consent when applicants don't get packages, delaying onboarding. This workflow sends the right consent and signing package after form submission, so sales reps start onboarding quickly.

Overview

Mortgage pipelines stall when consent isn't collected and sales reps spend time chasing documents. This workflow ensures every applicant receives the correct consent and signing package so sales reps begin onboarding quickly and manual follow-up is reduced. The result is more predictable loan timelines and consistent consent capture.

Notable Features

Send correct consent package
Route by applicant details
Notify sales reps on delivery