A File Upload Is Not the Same as Acceptable Evidence
A client can fill every upload slot and still leave you with the wrong document, an incomplete scan, a stale date, or a file that does not satisfy the original request.
That is where manual chasing begins: open the file, diagnose the issue, explain the correction, update your checklist, and wait for the replacement.
MBA keeps the request and document together. When evidence is successfully matched, the request status can update to accepted or partial. When a configured deficiency is identified, MBA can send specific corrective follow-up while the broker retains control over the file and communication.
What the Workflow Keeps Together
- ✓Secure, order-specific client upload link
- ✓Requested, received, partial, and accepted document status
- ✓Mobile-friendly borrower uploads
- ✓Specific corrective client follow-up
- ✓Broker-controlled review and correction paths
From Upload to the Next Clear Action
A document workflow that keeps the request, evidence, status, and correction path connected
Request
Send the client one secure link with the documents and notes required for the file. No client account or software installation is required.
Receive
Clients can upload PDFs and common image formats from a phone, tablet, or computer. The upload stays connected to the document order.
Update
When MBA successfully matches accepted or partial evidence to a document request, the request status updates so the order reflects what is still needed.
Correct
Configured deficiencies can produce specific correction instructions and client follow-up instead of another generic request to upload the document again.
Less Chasing. Better File Visibility.
Diagnose the Actual Problem
A received file may still be incomplete, stale, or wrong. MBA can identify specific configured deficiencies so the next request explains what needs to change.
Keep Requests Current
Successfully matched evidence can move an MBA document request to accepted or partial, keeping the order focused on what remains outstanding.
Send Specific Corrections
Corrective follow-up can name the missing or non-conforming evidence instead of sending another generic reminder. Tone and workflow settings remain broker-controlled.
Add Document-Operations Capacity
Keep requests, uploads, processed document facts, corrections, and status together so brokers and assistants can spend less time sorting files and more time progressing the application.
What Specific Follow-Up Can Look Like
Instead of asking the client to upload the same document again, the correction can identify the evidence the file still needs.
Pay Stub
Provide a current pay stub that clearly shows the employer, pay date, and year-to-date earnings.
Identification
Provide a valid, non-expired ID and include the reverse side when the document type requires it.
Property Tax Document
Provide the current tax document with the property address and applicable tax year clearly visible.
See the Document Loop on a Real File
Start a document order or bring a representative file to a live demo. See how requests, uploads, corrective follow-up, and broker review stay connected.
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