Document workflows

Documents connect several lending activities, but each activity needs a defined purpose and recipient. This collection brings together document lifecycle planning, AI-assisted extraction, mortgage application context, and real estate handoffs. It is especially useful when several teams or providers touch the same record.

Start with the lifecycle guide to define requested, received, reviewed, and replacement states. Then follow the article closest to your product or assistance feature. Keep source records separate from generated summaries, and distinguish a successful upload from an accepted document or a lending decision. The practical objective is to make ownership and the next action clear without creating unnecessary copies.