Settlement coordination involves tracking loan documents, verifying compliance, and scheduling closing appointments across multiple parties. Manual tracking causes delays, missed documents, and repeated follow-up emails that slow closing timelines.
Automation monitors incoming documents, generates customized checklists, and sends targeted reminders automatically. The result is faster document collection, fewer follow-ups, and closing appointments that stay on schedule.
The full workflow, from trigger to completion.
Workflow is triggered when a loan status changes to Settlement in the loan management system or a settlement request email is received.
Automation creates a new settlement record with borrower, lender, and loan details pulled from the source system.
The automation analyzes loan type and lender requirements, then generates a customized compliance checklist and document request list.
Automation sends a personalized email to the borrower with the required document list, deadline, and upload link.
The automation monitors incoming emails and shared folders, logs received documents, identifies missing items, and sends targeted follow-up reminders to borrower.
Automation sends a status update to the lender when all borrower documents are received, requesting final approval and conditions.
Automation generates closing disclosure, prepares eSignature package, and sends to borrower and lender for signature.
Automation logs all document receipts, lender approvals, and closing details and sends notification to settlement team when closing is ready.
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