Green Block turned loan processing into a real process.

Green Block, like many lenders, was struggling to scale and stay organized. There was wasted time throughout the borrower application process.

They needed a checklist their borrowers could manage themselves, taking the workload off the Green Block team and giving the borrower the structure to work through requirements independently.

Green Block created a custom Prodeal checklist template for borrowers that they now send to each new client in moments.

A key feature that stood out: they can comment on an uploaded document or change its status to notify the borrower when something needs to change.

The checklist saved Green Block ample time and significantly lightened the workload. They no longer send emails to track whether required documents have been uploaded. They send the checklist, and it is done. No more hours spent copying and pasting; everything lives in one template.