Keep the paperwork
with the next step.
Organise transaction administration, document references and approved updates without replacing professional judgement.
Three places to make
the work clearer.
File administration
Associate received documents with the correct transaction reference.
Checklist updates
Prepare a view of what has arrived and what still needs review.
Status preparation
Draft an update from the authorised record for a professional to approve.
A transaction file with visible outstanding items.
The trigger
Transaction document update
The work
Match reference, document type and checklist
The review
Professional reviews completeness and next step
The measure
Unmatched documents; outstanding checklist items; time preparing authorised updates.
Can it make housing or lending decisions?
No. This workflow handles document administration. It does not assess people, determine eligibility or make housing decisions.
What does the first step cost?
The Workflow Map is $300 CAD. A supported starter build is $1,500 CAD. Scope, third-party costs and applicable taxes are confirmed before purchase.