Condition Sheet
Track, Assign & Clear Loan Conditions
A fast, centralized condition management tool for loan teams. Create, assign, filter, and clear conditions so loans close on time. Reduce follow-ups, improve accountability, and move more files to clear to close.
Assign to the Right People
Notify Instantly via Email or SMS
Track Progress to Completion
What It Includes
Everything You Need to Manage Loan Conditions
Create, assign, track, and clear loan conditions from one centralized condition sheet built for mortgage workflows.
01
Create Conditions One by One
Manually add conditions received from an underwriter, lender portal, email, or phone call.
Example: Select Type → Status → Request Date → Add Condition
02
Assign Conditions to the Right Person
Assign conditions to borrowers, team members, or third parties responsible for completing them.
03
Email or SMS in One Click
Once assigned, send instant email or SMS. The system automatically includes condition details and file information.
04
Send Multiple Conditions in One Email
Filter by borrower, select all, and send every assigned condition in one clear email.
Example: PTC + PTF + PTD conditions in one email
05
Keep Conditions Organized
Track every condition and its status. Update the status once the condition has been completed.
06
Never Miss Incomplete Conditions
The LOS table shows a count of incomplete conditions by type. Once completed, the count disappears automatically.
Why We Made It
Because Loan Conditions Were Getting Lost
Conditions come from emails, phone calls, lender portals, and underwriters. We built one centralized condition sheet to keep every request documented, assigned, tracked, and visible inside the loan file.
Before: Scattered & Untracked
Conditions arrive from different places with no single record inside the loan file.
Email from Lender
Please provide two years of bank statements.
Phone Call Note
Underwriter requested an updated paystub and VOE.
Underwriter Request
Explanation required for a recent credit inquiry.
Lender Portal
Appraisal report and additional documents requested.
No tracking, no ownership, and no centralized record.
Condition Sheet
All conditions in one place, tracked and documented.
Assign To
Borrower
Co-Borrower
MLO / Processor
Internal Team
Email
SMS
Save
After: Organized & Tracked
Every condition is documented, assigned, and visible inside the loan file.
Assigned to the Right Person
Every condition has a clear owner.
Recorded in the Loan File
Each request is saved with dates and details.
Borrower Notified Instantly
Email or SMS is sent with the condition details.
Status Tracked in Real Time
Pending, in progress, completed, and current.
LOS Table Condition Count
PTA 0
PTC 1
PTF 0
PTD 0
One Clear Source of Truth
Every condition stays inside the loan file.
Clear Ownership
Everyone knows who is responsible for the next step.
Faster Clear to Close
Fewer follow-ups and less time lost chasing updates.
READY TO GET STARTED?
Start Running Your Mortgage Business the Right Way
All-in-one platform designed to simplify your workflow, increase productivity, and help you close more loans.
Save Time
Automate tasks and streamline your workflow.
Close More Loans
Get better visibility and move faster.
Stay Compliant
Built-in compliance tools keep you audit-ready.
Scale Effortlessly
Grow your business with confidence.
