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EDITABLE WORKSHEET · MORTGAGE
Recruiting presentation claim register
Replace unsupported superlatives with verifiable statements.
How to use it
Use a fictional case first. Replace assumptions with verified, authorized information before professional use. Keep real candidate information in your approved systems. Complete each field, identify the next action and review the plan with the appropriate owner.
Completed example: the reasoning
Same-day underwriting is a target for complete files under defined conditions, not a universal guarantee.
See the completed worksheet example
- Claim being considered
- Original claim: dedicated marketing and guaranteed same-day underwriting.
- Policy, evidence or approved source
- Actual evidence: shared marketing queue and conditional underwriting service target.
- Date verified and accountable owner
- Marketing and operations owners verify the scope and current date.
- Scope and exceptions
- Custom campaigns depend on capacity; underwriting target applies to complete submissions under stated conditions.
- Wording that accurately reflects limits
- Describe the actual services and target; remove guaranteed and dedicated where unsupported.
- Refresh or withdrawal trigger
- Refresh when staffing, policy or products change; withdraw outdated slides.
Offline formats
This worksheet is page 17 of the 27-worksheet collection.