Loan Packets
Streamline loan processing with packet assembly that happens instantly and flawlessly. Gutenburg automatically compiles complete loan packages—pulling together applications, disclosures, and supporting documents into a single, polished packet using accurate, real-time data. No more manual collation, missing pages, or last-minute scrambling. Each packet is consistent, compliant, and ready for review or delivery in seconds. The result: faster processing times, fewer errors, and a smoother experience for both your team and your borrowers.
Step 1: Build a Template
Point. Click. Done. The Gutenburg editor is built for ease of use. It is end-user friendly and removes the headache from template building.
Step 2: Click a Button
One click and a PDF is created. No more copy-paste, no more leaving Salesforce. Gutenburg eliminates the manual effort from the equation.
Step 3: Deliver Packet
Route the packet to reviewers inside of Salesforce or externally. Gutenburg plugs into Salesforce email, allowing consistent, reliable formatting.
Optional Enhancement:
Automate packets completely so that they are instantly produced, linked, and routed. Powered by logic-based rules, packets are instantly produced the moment loan applications are complete.
