Playbook/Document Intake

PHASE 2

B

Document Intake

Borrower self-uploads · LOA verifies · Arive: Loan Setup

Steps in this phase

Click into any step for the full how-to.

Borrower uploads docs via portal

Self-serve upload of income, ID, contract, statements.

Verify intake docs & follow up on gaps

LOA reviews against checklist and chases missing items.

Hunter · LOA→