Client intake, document collection, drip campaign, and doc-collection gate — the main qualifying stage before a file moves to the broker.
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This process is being documented
We're working through this stage with the team. Check back soon, or use the feedback form on the Overview page to share what you know about this process.
What's coming
Client Care intake process — consent, service agreement, application link
Mortgage VA doc-collection gate and doc checklist
Drip campaign automation (21-day window)
Deal type variations: purchase, R/S/T, refinance, pre-approval