Notifications
Clear all
Reverse Mortgages for Seniors
231
Posts
224
Users
0
Reactions
1,537
Views
But does anyone else wonder why these portals don’t just show a simple checklist or upload tracker?
Totally agree—a checklist would make life so much easier. Here’s what I see a lot:
- Lenders often use third-party platforms, and not all of them sync perfectly with their own systems. That’s why you sometimes get asked for the same doc twice.
- Some underwriters want docs in a specific order or format, so if it’s not labeled exactly right, they’ll request it again.
- I’ve seen clients get tripped up by “missing” docs that were actually uploaded, just not tagged correctly.
Honestly, keeping your own folder is still the best backup. Tech’s great... until it isn’t.
Page 47 / 47
Prev