Mortgage Workflow Automation
$500-2500 USD
Pagado a la entrega
We are a mortgage company and we want to create a workflow automated process for our loan officers to keep track of their files. For instance, imagine employee John Doe. John Doe is working on 34 files. Each of his files has multiple steps, like Application section, Document Section, Processing Seciton & Underwriting Section.
With that being said, we do not need a document storage system but simply a program that retains milestone, sets email reminders, notifies relevant parties of key changes and maintains status' of various stages.
Nº del proyecto: #3785379