Application Processing
Move borrowers from initial inquiry to closing day with ListHouze's application processing tools. The mortgage pipeline view gives loan officers a clear picture of every active application, its current stage, outstanding conditions, and upcoming deadlines. Automated notifications keep all parties informed so nothing falls through the cracks.
Pipeline Stages and Status Tracking
Applications flow through configurable stages: pre-qualification, application submitted, processing, underwriting, conditional approval, clear to close, and funded. Drag applications between stages or let status updates from your integrated LOS advance them automatically. Color-coded indicators flag applications that are at risk of missing target dates.
Document Collection and Management
Request, receive, and organize borrower documents directly within ListHouze. Create document checklists for each loan type and send secure upload links to borrowers via email or text. Track which documents have been received, which are pending, and which need re-submission — all from the application detail page.
Milestone Notifications and Updates
Configure automated notifications that fire when an application hits key milestones. Borrowers receive updates on their application status, agents get notified when financing contingencies are cleared, and loan officers see alerts for approaching deadlines or stalled files.
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