DocRoundupAPPLICATION DOCUMENTS
Make the document list easier to follow.
Give applicants a clear checklist for employment, income and down-payment documents requested by their mortgage professional.
HOW IT HELPS
Keep the request together.
Applicants can lose track of which document was requested and whether their last upload was accepted.
Use a clear checklist and document-level feedback. Review each submission and explain exactly what needs replacing.
- One checklist for the applicant
- Visible submission and review status
- Specific replacement instructions
Mortgage preapproval documents
Alex Morgan
- 1. Request
- 2. Upload
- 3. AI checks
- 4. Review
You send a clear request
Employment letterRequested
Recent pay stubsRequested
Down-payment statementsRequested
Your checklist. One link for your client.
AI flags possible issues. You make the final decision.
A starting checklist for mortgage teams.
- Employment letter
- Recent pay stubs
- Down-payment statements
Add, remove or swap requirements for each client. Ask for a document or a written answer, and explain the period or details you need.
See how requests and review work →LESS BACK-AND-FORTH