Keep loan requirements connected to the loan
appTRAKER connects documents and stipulations directly to the lending workflow so your team can see what is required, what has been received and what remains outstanding without managing a parallel checklist somewhere else.
Make requirements part of the workflow
Stipulations can be used to identify information or documentation required before an application can move forward. Depending on the lending process, that may include:
Other lender-defined items can be configured as well. Stipulations remain associated with the application and can participate in underwriting, verification, approval and funding workflows.
Collect documents from multiple channels
Documents can enter appTRAKER through the channels surrounding the loan, including:
Applicant, dealer, lender, API and integration activity feeds one loan file. Documents can arrive through myLOAN, Dealer Portal or CONNECT, or through the REST APIs.
From request to completion
Documents and stipulations can work together throughout origination.
Request → Receive → Review → Satisfy → Complete
Users can identify outstanding requirements, review submitted information and determine whether the applicable stipulation has been satisfied.
Business rules and configurable workflows can also use stipulation status to help control what happens next.
Extend the document workflow
For deeper document capabilities, appTRAKER DOCS & FORMS adds:
Explore DOCS & FORMS.
Connected across the platform
Documents and stipulations can also connect with:
Explore myLOAN, Dealer Portal, CONNECT and configurable workflows.
One loan. One complete record.
Documents, stipulations, verification, decisions and funding remain part of one origination record.
appTRAKER keeps requirements, supporting documents, forms, signatures and workflow activity connected to the application from underwriting through funding.
Know what is required. Know what has been received. Keep the loan moving.