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FinanceFREE

Collect and Chase Mortgage Application Documents Automatically

Mortgage applications stall on missing paperwork. Send applicants a document checklist, track uploads, and chase anything outstanding.

difficulty Intermediatesetup 40 minresult Applications move faster because required documents are collected and chased without manual follow-up.—
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  1. 1

    Send the Checklist

    Add a step creating each applicant's required document list.

  2. 2

    Track Uploads

    Add a Typeform Trigger and Airtable node marking documents received.

  3. 3

    Detect Gaps

    Add a Code node comparing received to required documents.

  4. 4

    Chase the Missing

    Add a Gmail node reminding applicants which documents remain.

  5. 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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