Collect and Chase Mortgage Application Documents Automatically
Mortgage applications stall on missing paperwork. Send applicants a document checklist, track uploads, and chase anything outstanding.
- 1
Send the Checklist
Add a step creating each applicant's required document list.
- 2
Track Uploads
Add a
Typeform TriggerandAirtablenode marking documents received. - 3
Detect Gaps
Add a
Codenode comparing received to required documents. - 4
Chase the Missing
Add a
Gmailnode reminding applicants which documents remain. - 5
Activate and Test
Activate the workflow and start a test application. Confirm tracking and chasing work.
Frequently asked questions
How do I keep documents secure?
Use secure upload and storage, and limit access to the handling loan officer.
Can I notify the underwriter?
Alert the underwriter automatically once a file is document-complete.
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