Loans
Angela Martinez
Not Ready1000123464 · 780 Sunset Blvd, Arlington, TX · Cash-Out Refinance
- Workflow
- Pre-Underwriting Intake
- Target
- Underwriting
- Assigned
- Alok Bansal
- SLA
- 45h · 3h 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)RequiredSatisfied
- Bank statements — latest 2 months, all pagesRequiredNon-blocking: Low-confidence classification — Gift Letter? →
- Appraisal — associated with this loanRequiredOpenBlocking: Appraisal references a different loan number →
- Property data matches LOSRequiredSatisfied
- Credit reportRequiredSatisfied
- Signed borrower authorizationsRequiredSatisfied
- Package control — every page accounted forRequiredSatisfied
Travels with the file (not blocking per workflow materiality): Low-confidence classification — Gift Letter?
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.