Mortgage loan request processing and approval is a lengthy and complicated process. There are a plethora of documents that your borrowers have to submit.
Your clients submit documents like identity, income and address proof, bank statements, and more. Managing all these documents can be overwhelming for you too.
On a daily basis, you have to deal with more than one or two clients, which makes the process even more tedious.
Shifting between emails and forms is not a safe and secure way to share important borrower information. There are often high risks of data insufficiency, leak of sensitive data, and delays.
Collect mortgage-related documents with an automated and simple-to-use tool like Clustdoc to simplify the lending process. Clustdoc can help you gather accurate, well-organized, and comprehensive information to comply with all lending regulations.
Clustdoc is both cost-effective and time-saving for professional use. The digital mortgage document checklist will bring speed, efficiency, and security to the process. You will save crucial time on collecting information saving both time and resources spent on the document collection and analysis.
The return on investment with Clustdoc’s mortgage document checklist is high in comparison to the old methods of data collection.
The Clustdoc application will assist you in streamlining and automating the error-prone manual collection of loan documents as quickly as possible without any hassle.
With Clustdoc, you can collect and move forward loan applications quicker than ever before. Your processing system will be thorough, structured, and well-integrated, helping you process loan applications faster with accuracy.
The mortgage documents required checklist from Clustdoc will let you create a comprehensive, robust, and engaging system to collect borrower information.
With Clustdoc's advanced features, you can quickly and easily obtain the documents you need from borrowers to process their loan applications.
It will let you swiftly complete the documentation process to accelerate closing times and improve the borrower experience.
Borrowers no longer need to meet with your loan managers in person or come to the institution to submit documents.
You can share your own white-labeled mortgage document required checklist online. And the borrowers can interactively attach digital copies for required documents with speed and accuracy.
Clustdoc makes it simple to gather essential documents such as mortgage statements, existing insurance policies, credit commitment statements, and other relevant verification papers.
After the borrower submits these files, the platform saves them in a unique folder on the cloud.
Your loan manager can find these documents easily on our client portal. When you need the documents, you can quickly locate them.
You will no longer lose a client record amid your cabinet's stack of papers.
Clustdoc provides a mobile application interface so that your borrowers can comfortably and remotely fill their information to apply for a mortgage loan.
Using Clustdoc’s Reminder feature, you can schedule and customize automated emails and SMS follow-ups for the pending documents.
Our application will send file received notifications, reminders and keep track of the document submission for you.
You don’t have to call or email the borrowers to notify them about wrong file submission or pending documents like you had to do without Clustdoc.
You can now easily exchange all of the information you need to process a mortgage loan application and get on top of the paperwork.
We created a mortgage document required checklist for you to save your time and effort.
Clustdoc Provides Seamless Mortgage Document Collection Interface
Do you want to eliminate the manual document collection process and human errors that can delay the loan approval process and lead to customer dissatisfaction? Speed up mortgage loan application process with advanced and efficient document collection checklist from Clustdoc.
To make things even easier, we created a ready-to-use template that you can tailor to your specific needs.
With Clustdoc, you can improve your overall customer experience with a safer and secure digital checklist to collect mortgage documents and lead to a smooth closing.