Loans

Priya Shah

Not Ready
1000123462 · 2300 Elm Park, Richardson, TX · Purchase
Workflow
Pre-Underwriting Intake
Target
Underwriting
Assigned
Kevin Lee
SLA
20h · 28h left

Ready for Underwriting? · Pre-Underwriting Intake requirements

  • Application (1003)RequiredSatisfied
  • Paystubs — most recent 30 daysRequiredSatisfied
  • W-2 — 2 yearsRequiredOpenBlocking: W-2 2025 scan unreadable →
  • Tax returns — when self-employed or rental incomeConditionalSatisfied
  • Employment data reconciles (1003 ↔ paystub)RequiredSatisfied
  • Bank statements — latest 2 months, all pagesRequiredSatisfied
  • 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 forRequiredSatisfied

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.