Assemble Borrower File

Assemble Borrower File in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Collect signed income and ID documents from borrowers and store them in the file so the credit analyst has everything to verify.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Collect signed income and ID documents from borrowers [borrowers=James and Aisha]: attach their…
Collect signed income and ID documents from borrowers [borrowers=James and Aisha]: attach their signed W-2s and driver's licenses to the loan file, save the completed package to SharePoint under [loan=Loan 2026-045] so the credit analyst has everything to verify.

Improve — make it easier to accept

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Make it easy for the credit analyst to verify [borrowers=James and Aisha]'s income: label each…
Make it easy for the credit analyst to verify [borrowers=James and Aisha]'s income: label each attached document with borrower name and document type, ensure signatures are visible, combine into one PDF and save the final package to SharePoint [loan=Loan 2026-045] with an attachments index page.

Who does this, and with what

The same task is different work inside a different job.

Loan OfficerAdobe Acrobat ProSharePointalso: Collect Signed Income/ID Docsalso: Provide Analyst Package

Next to this one

Other send work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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