Document Checklist(s)

Hi all

I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull reporting on any documents that we still need to collect/haven't received yet. Any ideas on how i could go about setting this up? For instance, here are two examples of checklists that i would like to combine together.




  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Sharon,

    At a glance it looks like you could add the Closing & Asset File checklist combined underneath the Document Checklist and add a column for status (Prepared, Sent, Received, Not Started and so on)

    Would that work?

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant @ Get Done Consulting


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.