Export Submission Packet
Build a cleaner mortgage export packet with organized files and a cover sheet summary for underwriting review. Reduce last-minute manual sorting and submit files with consistent structure.
Why mortgage packet prep slows submissions
- Final file assembly takes too long because documents are scattered and named inconsistently.
- You cannot quickly distinguish approved docs from in-progress uploads.
- Underwriting handoff lacks a concise summary of what is complete versus outstanding.
How it works
Confirm statuses in your file so approved documents are ready for export.
Download a ZIP organized by category and normalized filenames for easier downstream handling.
Include the cover sheet summary so processors and underwriters can quickly assess file readiness.
Export features
Export only approved uploads by default to reduce noise.
Include partial or unapproved files when needed.
Group docs by Income, Assets, ID, Property, and more.
Create cleaner, consistent naming across exports.
Provide status and outstanding item visibility at a glance.
Standardize submission packaging across all files.
Export Screen
A quick look at the export flow: packet ZIP options and the cover sheet summary.
Export Packet
12 of 18 items approved • 27 confirmed files ready
Download ZIP
Uploads organized by category folder.
Cover Sheet (PDF)
Summary of all checklist items, contacts, and statuses.
Chat transcripts are not included in exports.
Security and trust
Export uses documents already collected in your file workflow, helping reduce last-minute attachment forwarding and improving handoff consistency.
FAQs
What exactly is included in the export?
By default, exports include approved documents organized by category, plus an optional cover sheet summary. You can also include partial or unapproved items when needed.
Does export include chat transcripts?
No. Export is focused on document packet output and cover sheet summary, not message transcript inclusion.
Can I include unapproved files when needed?
Yes. You can choose to include partial or unapproved uploads depending on your submission requirements.
How are files organized in the export?
The ZIP is structured by checklist category with normalized filenames for easier processing.
Should I use this before conditions are complete?
You can export anytime, but best results come after condition review and checklist approval.
Related solutions
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