Loan Document Exception Tracking demo

Agents chase the missing documents, read what comes back and clear the exception; people approve the waivers. 1:12

What the demo shows

An exception solution for documentation teams that chases and clears missing loan documents.

Six agents turn the exception report into a board sorted by risk, chase each missing document on a cadence, and read each returned document (signers, acknowledgments, recording, names, amounts) before it clears; a card that fails bounces back with the reason, and the documentation manager approves waivers.

Transcript

  1. Loan Document Exception Tracking chases and clears missing loan documents for documentation teams.
  2. Today, exceptions sit for months, because every one needs a chase and a careful read.
  3. Here, each missing document is a card, with the riskiest liens on top.
  4. Nine came back since Friday.
  5. Agents read each one before it clears.
  6. Seven clear, each with its proving page.
  7. Then the Tallgrass Mortgage bounces back, from cleared and signed by the second guarantor.
  8. Mitchell Revell never signed page 14, so half the warehouse sits outside the mortgage.
  9. The corrective chase to counsel is drafted.
  10. Teresa sends it, and the signing is booked.
  11. Exceptions cleared in days, not left open for months.
  12. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.