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Javier Aldape
Javier Aldape

Knowledge

Everything the company knows — captured and maintained automatically.

7 pieces · 5 verified · 1 stale · 1 unreviewed
All Macro process Functional process Policies Manuals Controls Rituals Tools Decisions
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

Expediente completo check

Type
Controls
Trust
Stale
Owner
—
Needs review — why

Last verified May 5 — past the 60-day verification window.

Possible contradiction: in the Jul 6 Bancora sync the minimum file score changed 75 → 80; this checklist still says 75.

Proposed update
Minimum file score: 75
Minimum file score: 80
Source: Bancora sync — Jul 6, 41:12
Connections
Checks: Underwriting review
Part of: Mortgage underwriting
Enforced in: Weekly partner sync