In one sentence
Setting up a closed loan in the servicing system: terms, payment schedules, escrows, reserves, covenants, and document images, verified against the executed documents.
The longer version
Boarding errors compound quietly: a mis-keyed rate, escrow constant, or covenant test date turns into borrower disputes and audit findings months later. Good boarding processes verify against source documents, not the term sheet.
The handoff from closing to servicing is where documents scatter. A complete, organized closing file makes boarding a read-through instead of an investigation.
In Prodeal
Servicing teams board from the deal's organized document set instead of chasing the closing team, and TruStone's servicing operation cut daily status email 75% running this handoff on Prodeal.
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