Knowledge

Everything the company knows — captured and maintained automatically.

Everything you know — 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

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

Passport renewal — documents and steps

Processes Verified

Required documents and appointment steps for renewing a Mexican passport.

Filed by Javier · manual entry · Updated Jul 3

Home & appliance manuals

Manuals Candidate

Manuals and warranty info for household appliances, filed as they're bought or repaired.

Filed by Javier · manual entry · Updated Jun 30

Weekly personal review — Sunday 18:00

Rituals Verified

Cadence and checklist for the weekly personal review: tasks, calendar, open loops.

Runs as: calendar series (Sun 18:00) · Updated Jun 21

HOA fees switched to quarterly autopay

Decisions Verified

Moved HOA payments from manual monthly transfers to quarterly autopay to cut down on missed due dates.

Filed by Javier · manual entry · Updated Jun 15