Playbook/Workflow Map

Workflow Map

The whole loan at a glance — every phase, every step, who owns it. Tap any card to open its full how-to.

PHASE 1

Application & Pre-Approval

Lead intake & qualifying conversation

Issue pre-approval letter

Loan Officer

PHASE 2

Document Intake

Generate & curate the client needs list

Loan Officer

Borrower uploads docs via portal

Borrower

PHASE 3

Disclosures

Prep & send initial disclosures

Loan Officer

PHASE 4

Handoff to Processing

Submit processing handoff form

Loan Officer

Pre-Underwriting Review (Pre-W)

Hunter · LOA

PHASE 5

Initial Processing & UW Submission

PHASE 6

UW Decision · Approved with Conditions

AWC returned — triage & split conditions

Danielle · Processor

Borrower-facing conditions

Hunter · LOA

Docs, uploads & Arive conditions

Danielle · Processor

PHASE 7

Clear to Close

UW issues clear to close

System / Arive

PHASE 8

Closing

Pick up the file & clear the CD gate

Emily · Closer

CD issued & the 3-day clock

Emily · Closer

Balance with title & send the final CD

Emily · Closer

Signing through funded

Emily · Closer

PHASE 9

Post-Close

Review request & post-close follow-up

Loan Officer

RolesLoan OfficerHunter · LOADanielle · ProcessorEmily · CloserBorrowerSystem / Arive