Finance
Mortgage pack assembly
Lending criteria and whether to proceed stay with the firm.
A mortgage pack is a known set of pages. The delay is the page that is not there.
The workflow
Mortgage pack assembly
- 01List
The pack contents are defined by the firm.
- 02File
Each document is attached to its page.
- 03Show
Missing pages stay visible.
- 04Submit
The pack is offered for submission when the list is complete.
Lending criteria and whether to proceed stay with the firm.
The problem
Mortgage pack assembly still depends on a queue.
Income, identity, bank statements and the application are chased separately. The pack is checked the day it is due.
Current process
A folder reviewed under a deadline.
Income, identity, bank statements and the application are chased separately. The pack is checked the day it is due.
The solution
A recorded workflow, with people where the decision sits.
Handled in the workflow
The required pack is a list. Each document is filed against it. The case shows the missing page and the date it was asked for.
- List
- File
- Show
- Submit
Your team stays in control
Lending criteria and whether to proceed stay with the firm.
A list that is either complete or specifically not.
How it works
From the queue to a recorded outcome.
The required pack is a list. Each document is filed against it. The case shows the missing page and the date it was asked for.
01
List
The pack contents are defined by the firm.
02
File
Each document is attached to its page.
03
Show
Missing pages stay visible.
04
Submit
The pack is offered for submission when the list is complete.
Without it
A folder reviewed under a deadline.
With UYP Systems
A list that is either complete or specifically not.
Lending criteria and whether to proceed stay with the firm.
Also in Finance
The rest of the range.
Client onboarding
Onboarding is a file that has to be complete. The delay is the chase for what is missing.
- Open
- Collect
- Test
- Hold or pass
Evidence collection
The evidence usually exists. The work is asking, filing and knowing what has not arrived.
- Name
- Ask
- File
- Show
Reconciliation exceptions
A reconciliation that matches needs no one. The work is the break.
- Compare
- Pass
- Queue
- Clear
Discuss Mortgage pack assembly.
A mortgage pack is a known set of pages. The delay is the page that is not there.