Processing & Compliance

Conditions, document requests, the processor queue, TRID and disclosures.

Review condition counts, readiness, notification settings, and condition details for an application.

Add borrower-visible checklist items and review document status from the lead record.

Prioritize assigned files, open conditions, pending document requests, and workflow tasks.

Review compliance alerts, run an on-demand scan, and understand the automated monitoring schedule.

Find federal, organization, and state compliance resources and add approved external or uploaded documents.

Can't find what you need? Email joseph@usefast.ai.