Mortgage Loan Application
This example covers a standard residential mortgage application workflow.
Application template setup
| Setting | Value |
|---|---|
| Name | Mortgage Loan Application |
| Type | FINANCIAL |
| Active | true |
Workflow overview
A typical mortgage application moves through these stages:
- Application Received — initial submission
- Document Collection — client submits required documents
- Under Review — underwriter reviews documents
- Credit Check — credit assessment
- Valuation — property valuation
- Decision — approved or declined
- Completion — loan finalized
See Workflow Setup for the full status and transition configuration.
See Documents for the required document list.