Prepare Underwriting File

Prepare Underwriting 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.

Get a complete loan application package from an applicant so I can start underwriting without chasing missing pages.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Collect a complete loan application from [applicant=Maria Gomez]: convert her Word income…
Collect a complete loan application from [applicant=Maria Gomez]: convert her Word income statement, Excel asset sheet, and uploaded photos into one PDF, combine into a single package, check every required page (ID, 2 years tax, pay stubs) is present before I start underwriting.

Improve — make it easier to accept

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Before I begin underwriting for [applicant=Maria Gomez], make the application package easy to…
Before I begin underwriting for [applicant=Maria Gomez], make the application package easy to review: surface a one-line completeness checklist up top, flag any missing mandatory pages (government ID, two years' taxes, latest pay stubs), and merge Word and Excel source files into one PDF with a clear table of contents.

Who does this, and with what

The same task is different work inside a different job.

Loan OfficerAdobe Acrobat ProDocuSignalso: Collect Complete Loan Packagealso: Verify Application Completeness

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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Same library, five ways in.