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