Borrower Document Portal
Borrower Document Portal with a Conditions List. Let each borrower sign in to see the documents still needed, their due dates and what has arrived. Free to clone.
Borrower Document Portal is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Underwriter. Its automations include Borrower note alert, Clear to close checklist and Daily conditions due digest.
by @john
What you can do with Borrower Document Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Borrower Document Portal works
- Borrower note alert: when a borrower note is added, then Email the note.
- Clear to close checklist: when a file is set Clear to close, then Draft the closing checklist and Comment the checklist on the file.
- Daily conditions due digest: when Every day at 8 AM, then Find conditions still Needed, due in 2 days and Turn the list into text.
Built with Taskade Genesis
- Category: Portals
- AI agents: Underwriter
- Automations: Borrower note alert, Clear to close checklist, Daily conditions due digest
- Workspace: 5 projects, 1 AI agent, 3 automations