Conditions Management
The Problem
Condition tracking is a manual nightmare
Chasing borrowers for outstanding conditions is the biggest time sink in mortgage origination. Email threads, phone calls, and spreadsheets don't scale.
- Hours spent chasing borrowers for documents
- Conditions tracked in spreadsheets or email threads
- No visibility into what's outstanding across your pipeline
- Borrowers don't understand what they need to provide
Auto-reminder
Next nudge in 3 days
Trevor still has 2 items outstanding: Pay Stubs and Bank Statements.
Marcus Bennett · Loan Officer
Thanks Trevor! Could you upload the most recent 30 days? This one's from July.
How It Works
Get started in three simple steps
From setup to close, Pre-Approve Me makes the process effortless.
Import conditions from your LOS
Conditions sync automatically from your LOS, or you can add them manually.
Borrowers receive clear to-do lists
Each borrower sees exactly what's needed with plain-language descriptions and upload prompts.
Track completion in real-time
Monitor condition status across your entire pipeline from a single dashboard.
Benefits
Everything you need, nothing you don't
Automated Tracking
Conditions sync from your LOS and update automatically as items are received.
Borrower Self-Service
Borrowers upload documents and satisfy conditions without calling you.
Smart Reminders
Automated email and text reminders keep borrowers on track.
Pipeline Visibility
See outstanding conditions across all loans in a single view.
Faster Turn Times
Reduce average condition collection time by up to 50%.
Audit Trail
Complete history of every condition request, upload, and status change.
Ready to Attract, Engage, and Convert more clients
Join our community of loan officers who have closed more loans with Pre-Approve Me. Try it free for 14 days.
No credit card required. Set up in under 5 minutes.