Hey guys!
I have a fun scenario and wanted to see if anyone had any ideas.
I am a Mortgage Processor, and we have to track and obtain a lot of documentation for each individual loan. We currently have a Word Doc template that we use as a Checklist of sorts when we are reviewing each file, and we use it to track any documents that may be needed throughout the process. I'm attaching an example here.
As of now, my team is uploading this sheet to a Google Drive, and we then Hyperlink it to a main pipeline for easy access. I'd love to integrate a template similar to this into Smartsheets, so everything can just be completed in one platform.
I've done a few deep dives into the forum, youtube, etc, and I can't find answers to specific things, so I'm not sure if some of the things I'm looking to do are even possible. I don't expect this Smartsheets template to look exactly like the one we use, so long as it's user friendly and doesn't take a ton of time to update, I'm happy!
A few of the things I'm trying to figure out are below - any input is greatly welcomed and appreciated!
- A lot of the data I'd like on the checklist is already listed on our main Pipeline - things like the borrower's name, state, property type, etc. Ideally those would populate onto the checklist automatically. Is it possible to select the Borrower's name, and have it auto populate specific data?
- We have different checklists for different loan types as each require slightly different documents. Ideally this Checklist would have a dropdown for each loan type, and the documentation requirements will populate based off of the selection, that way we don't have to create a bunch of different templates or have to weed through a bunch of requirements that aren't needed.
- As each loan progresses, we update the "Status Column" to whatever current stage the loan is in. There are certain things that need to happen within each "status", so similar to the above, this would populate any "status specific" requirements.
Thanks in advance!
