Insurance and lending template
Mortgage Application to Closing template
Application, documents, credit, underwriting, conditions, appraisal, close. This template has 12 shapes: 1 decision, 2 people and teams, and 1 system or data store.
Free plan, no card. Opens in the Wavelength editor.
- Submit Application Start
- Loan Officer Person or team
- Collect Documents Step
- Credit Pull System
- Underwriter Person or team
- Underwriting Review Step
- Decision? Decision
Denied: Application Denied. Approved with conditions: Provide Conditions - Application Denied End
- Provide Conditions Step
- Order Appraisal Step
- Clear to Close Step
- Loan Closing End
A borrower submits a mortgage application. The loan officer collects the required documents. The lender pulls the credit report. Underwriting reviews the file and decides. If denied, the borrower is notified. If approved with conditions, the borrower provides additional documents. An appraisal is ordered. Once conditions are met, the file moves to clear to close. The loan closes and funds are disbursed.
Wavelength drew this flow from the conversation above. Say your own version and it draws yours.
Who uses this template
Insurance and lending teams use it as a starting point. Claims and loan processes from intake to payout. See how insurance and lending teams use Wavelength.
Start from it
Open the template and the flow is on the canvas, laid out and ready to edit.
Change it by talking
Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.
Send it
Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.
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Questions
Is the mortgage application to closing template free?
Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.
Can I change the template to match my process?
Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.
What can I export the template to?
Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.
Open the mortgage application to closing template
It opens in the editor, ready to change by talking.