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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.
https://publish.smartsheet.com/2af7969a279b4924894fecde6109cc9f
https://publish.smartsheet.com/21018795b44848898317c91a04983f5f
TIA!
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!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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