The flags framework helps educate and alert the loan officers of potential issues with a client’s application, which should assist them in finding appropriate loan options during the registration process. It also helps the HQ team to flag any underwriting complexities they may face when working on the loan earlier on in the process.
Overall, this project should improve the communications between LO <> client, and HQ <> LO, the HQ opportunity review workflow, while preventing trickier files from going unnoticed.