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Loan Assistant Playbook

32 members • Free

1 contribution to Loan Assistant Playbook
Document naming/labeling
Hi everyone! 👋 How do you label or name documents to keep things consistent across all your loan files? I sometimes struggle with what to call documents so they’re labeled the same way every time. Do you follow a standard naming convention or use your own system? Any examples would be super helpful! Thanks! 😊
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Marissa Perez
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5points to level up
@marissa-perez-4210
Detail-oriented LOA trainee committed to smooth applications, clear communication, and strong client service.

Active 2d ago
Joined Dec 15, 2025
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