Guides
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Can ChatGPT read a lender condition sheet?
A general AI chat assistant can summarize a condition sheet, but a pipeline needs more. What to check, when chat is enough and when it is not.
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Loan conditions: spreadsheet or software?
Track loan conditions in a spreadsheet, your loan system or a tool that reads the lender's sheet? Where each fits, where it breaks, and a checklist.
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How to ask borrowers for loan conditions
How to turn a lender's condition sheet into a short, clear request a borrower can act on, with a checklist, a wording pattern and common mistakes to avoid.
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How to track mortgage rate lock expiration
A practical way to keep every rate lock date in one ranked list, so the loan files closest to expiry get worked first and extensions are decided early.
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Prior to docs vs prior to funding conditions
What prior to docs, prior to closing and prior to funding conditions mean on a lender's condition sheet, who owns each one and how to sort them.
See which lock runs out first.
Sign in, upload your condition sheets, download the ranked queue.