What should each row record?
Give every request its own row. Copy the requested document name and period rather than paraphrasing them from memory. Mark whether you have the file, need to request it from someone else, or need clarification about the request.
- Requested document and period
- Who can provide the document
- Question or missing detail
- Verified upload location
- Date sent and confirmation received
How do you avoid confusing versions?
Use descriptive file names that distinguish the document and period. Keep a private copy of the version you submitted. If a corrected file is requested, label the replacement so you can explain which version changed.
Do not edit a source document to make it appear more complete. If a page or schedule is missing, ask the original provider or the requesting loan professional how to obtain the correct document.
What should stay outside the tracker?
The tracker is an index, not a second financial file. It does not need account numbers, taxpayer identifiers or copied balances. Keep underlying records in the secure storage and delivery process agreed with the lender.
Avoid attaching documents to a casual website message just because the form has a message field. This site’s contact form is intended for contact details and a short inquiry.
How should you handle a follow-up request?
Add the request to the tracker and confirm whether it replaces an earlier item or asks for something additional. A follow-up does not, by itself, explain the status of an application. Ask what is still outstanding and who will confirm receipt.
The existing self-employed guide explains the broader conversation. For your own file, Kimberli Kline, Loan Officer at All Western Mortgage, can direct you to the appropriate next step and verified document-delivery channel.