From pre-approval to condition follow-up
Watch file preparation, pre-underwriting checks and work on the conditions that come back.
A fictional demo file created for this recording.
Open video fileSee how Clara works.
Watch Clara request documents, follow up with the right person and bring a discrepancy to your processor.
Document checks and follow-up.
Short illustrated stories about individual processing tasks.
When the borrower sends the wrong document
A W-4 arrives in response to a W-2 request. Clara explains what is missing, asks again and files the corrected document.
Fictional people and documents. The sequence is compressed.
Open video fileFollowing up with the person who owes the document
Borrowers, employers, title and insurance agents owe different documents. Clara follows up with each party and files what comes back.
Fictional people and documents. The sequence is compressed.
Open video fileWhen two documents disagree
The pay stub and written VOE show different base pay. Clara sends both documents to the processor, then follows their direction.
Fictional people, documents and pay figures. The sequence is compressed.
Open video fileScreen examples.
A narrated example of a document request and corrected filing.
A W-2 request and corrected filing
Watch a W-2 request and corrected-document filing end with a condition marked fulfilled.
Original recording with narration and fictional demo data. Underwriters clear conditions.
Open video fileRead more about these tasks.
All loan processing notes
When the wrong mortgage document comes back
A correction request should tell the borrower what was wrong and exactly what to send next. Follow the request through to the file record.
When a third-party reply changes who owes the next action
Use an insurance-document request to test whether processing software can handle a question, a correction and a handoff to another processor.
What happens when two loan documents disagree?
Give the software conflicting information and inspect what it sends to the processor for a decision.
Should mortgage AI live in your chat app or your LOS?
A chat window can answer a question or trigger work elsewhere. Check what the product finishes and what it records in your LOS.
See how Clara would work with your team.
Bring your questions to a 30-minute walkthrough.