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Mortgage Processing

Mortgage application processing with appraisal and closing coordination

Complexity: Complex | Duration: 30m+ | Category: Industry/Financial Services

Tags: mortgage real-estate loan closing

Workflow Diagram​

Steps​

Step 1: Initial review​

Agent: mortgage

processor - Verify application completeness

Step 2: Order appraisal​

Agent: mortgage

processor - Request property valuation

Step 3: Verify employment​

Agent: mortgage

processor - Confirm income

Agent: mortgage

processor - Order title report

Step 5: Underwrite loan​

Agent: underwriter

Credit decision

Step 6: Issue commitment​

Agent: mortgage

processor - Send approval letter

Step 7: Prepare closing​

Agent: closing

coordinator - Schedule closing

Step 8: Fund mortgage​

Agent: banking

specialist - Disburse loan proceeds

Usage​

To execute this workflow:

/workflow industry/financial-services/mortgage-processing.workflow

See other workflows in this category for related automation patterns.