File setup

Title, HOI, appraisal, lock confirmation, CD info.

PHASE 5·Owner: Danielle · Processor·Status: skeleton
Danielle · Processor
Content coming soon. This step's deep-dive hasn't been written yet — it's still in the skeleton phase. Bryce is working through the playbook one phase at a time. The summary above and the role assignment are correct; the click-by-click how-to, screenshots, and email templates will land here once that phase's content brief is filled in.