Loans
John Doe
Not Ready1000123456 · 123 Maple Street, Dallas, TX · Purchase
- Workflow
- Pre-Underwriting Intake
- Target
- Underwriting
- Assigned
- Maria Rodriguez
- SLA
- 26h · 22h left
Ready for Underwriting? · Pre-Underwriting Intake requirements
- Application (1003)RequiredSatisfied
- Paystubs — most recent 30 daysRequiredSatisfied
- W-2 — 2 yearsRequiredSatisfied
- Tax returns — when self-employed or rental incomeConditionalSatisfied
- Employment data reconciles (1003 ↔ paystub)RequiredNon-blocking: Employer mismatch — 1003 vs Paystub →
- Bank statements — latest 2 months, all pagesRequiredOpenBlocking: Page 14 not assigned to a document →
- Purchase contract — current versionConditional · Purchase transactionsSatisfied
- Appraisal — associated with this loanRequiredSatisfied
- Property data matches LOSRequiredSatisfied
- Credit reportRequiredSatisfied
- Signed borrower authorizationsRequiredSatisfied
- Package control — every page accounted forRequired1 page unassigned
Travels with the file (not blocking per workflow materiality): Employer mismatch — 1003 vs Paystub
Handoff
Not Ready
Material requirements configured as blocking remain unresolved.
Delivery mode: Automatic on Ready
Delivery to Underwriting: Not Started
Delivery starts automatically when the loan becomes Ready.