Knowledge
Everything the company knows — captured and maintained automatically.
7 pieces · 5 verified · 1 stale · 1 unreviewed
Mortgage underwriting macro process
Macro process
Verified
End-to-end stages from application intake through funding, with handoffs between teams.
Filed by Javier · manual entry · Updated Jun 20
Data-sharing redline review checklist
Controls
Verified
Standard checklist for reviewing data-sharing clauses in partner redlines before they go back to legal.
Auto
Auto-filed · from Bancora sync — Jul 6 · Updated Jul 6
Weekly partner sync ritual
Rituals
Verified
Cadence and agenda template for recurring partner check-ins (Bancora, Altiva).
Runs as: meeting series (Mon 9:00) + automation: pre-meeting digest · Updated Jul 2
Loan file completeness checklist ("expediente completo")
Manuals
Verified
Required documents for a mortgage file to be considered complete before underwriting review.
Filed by Javier · manual entry · Updated Jun 28
Jul 6 — Proceed with Bancora co-branded pilot
Decisions
Verified
Marco and Ana confirmed intent to move the integration forward this quarter; proposal targeted for Friday Jul 10.
Auto
Auto-filed · from Bancora sync — Jul 6
Expediente completo check
Controls
Stale
Daily check that new loan files meet the completeness checklist before underwriting review.
Last verified May 5 · past the 60-day window
Refund workaround (from support calls)
Manuals
Candidate
Workaround for the expediente-incompleto refund issue, consolidated from support notes.
Published from Ana's notes · Jul 8
Nothing filed under yet
Pieces are filed here automatically as meetings and files are processed.