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Mortgage Companies · Workflow
Closing coordination and scheduling
This workflow automates the coordination and scheduling of mortgage loan closings by managing document preparation, scheduling appointments, and coordinating between all parties. It reduces manual coordination effort and ensures smooth, timely closings with proper documentation and communication.
Workflow Trigger
Loan receives final underwriting approval and clear-to-close status in loan origination system.
Visual Flow
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Step-by-Step Breakdown
Detailed explanation of each automated stage in the workflow.
- 1Trigger
Loan approved for closing
The workflow initiates when a loan receives final underwriting approval and clear-to-close status. System captures loan details, borrower information, and required closing documents list.
- 2Action
Generate closing disclosure package
System automatically generates the closing disclosure, final loan documents, and settlement statements. All required closing documentation is compiled and prepared for review.
- 3Decision
Validate document completeness
AI reviews all closing documents for completeness and accuracy, checking for missing signatures, incorrect loan terms, or compliance issues. Workflow branches based on document validation results.
- 4Action
Coordinate closing appointment scheduling
System automatically contacts borrower, lender, title company, and real estate agents to schedule closing appointment. Available time slots are cross-referenced and optimal timing is proposed.
- 5Action
Distribute closing packages
Finalized closing documents are securely distributed to all parties including borrower, title company, real estate agents, and lender representatives. Digital signatures are enabled where applicable.
- 6Action
Send closing reminders
Automated reminders with closing details, required items, and instructions are sent to borrowers 48 hours and 24 hours before appointment. Title company receives final coordination confirmation.
- 7Output
Closing coordination completed
All parties are coordinated with confirmed closing appointment, complete document packages distributed, and automated follow-up communications scheduled. System generates closing coordination summary report.
Outputs
- Scheduled closing appointment with all parties confirmed
- Complete closing document packages distributed
- Automated reminder communications sent to borrowers
- Closing coordination summary report
Key Metrics
- Average time from approval to closing scheduled
- Closing appointment no-show rate
- Document accuracy score
Tools & Integrations
OA
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