The story
Loan work depends on paperwork. If files sit in email, reviewers approve without seeing what is missing. Documents needed to live on the records people already use, with “still missing” visible before a yes.
Loan documents & comments
Upload files on customers, loans, requests, and transactions, and see what is still missing before approval.
The problem
Proof lived in email and chat. Comments could not carry files. During approval, people missed which documents were still outstanding, so loans moved forward with incomplete files.
What changed
Admins upload documents on the customer, loan, request, or transaction they are working on. Comments can carry attachments. On loan requests, verification status shows which documents are pending so approval is not a guess.
How it was built
Files were put next to the work, not in a side inbox. Approval was connected to real document status so reviewers can wait until required proof is ready.
Outcome
- Files sit on the loan record, not in a side inbox.
- Discussion and proof can travel together in comments.
- Approval can wait until required documents are ready.