SENDING FINAL CD: The automated process monitors the loan pipeline for loans where the Final CD has been requested. The CD dates are updated, the appropriate recipients are selected and added to the CD notifications, and the final CD is...
CHECKPOINT @ CD PREP: Prior to sending the initial CD, Checkpoint will automatically pull documents and data from the loan origination system. Checkpoint then runs a series of business rules to identify discrepancies, missing data, and other issues that must...
AUTOMATED EMAIL NOTIFICATIONS: Customize loan status notifications and maintain consistent communication with automation. Select the event that will trigger the email, determine the recipients, include attachments (if any) and compile the message. \ Email event examples: Lock Expiring, Conditions Log...