Mortgage file completeness
Loan files checked against the underwriting conditions
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the application and the uploaded documents
Checks each mortgage file for the income, asset, appraisal and disclosure documents the program requires
Checks each requirement and extracts the figures
Reads the documents for the figures the underwriter needs and flags where they disagree with the application
Drafts the conditions list and updates the file status
Drafts the conditions letter to the borrower and tracks the file to clear-to-close
Works in
Box, Salesforce, ServiceNow
Box, Salesforce, ServiceNowWhat it does
- Checks each mortgage file for the income, asset, appraisal and disclosure documents the program requires
- Reads the documents for the figures the underwriter needs and flags where they disagree with the application
- Drafts the conditions letter to the borrower and tracks the file to clear-to-close
Connects to
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