Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Merge loan documents in the listed order and send the file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Put text from photographed loan documents on requests for review.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Add late borrower documents to the pending loan review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Send approved loan PDFs for signature and return signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.