AMY 2.0
Open the workbench

Workbench

Ray Patterson supervises 8 files · $3.3M · as of 2026-08-07

97%autonomous
1need a human
33in flight
1done today
17escalated / mo
1 item needs a decision only a person can make. Everything else on this page, AMY is already handling.
What's happening
  • Condition Fully executed purchase agreement LN-1180 Marcus Bell
    signature-required

    Requires a signature AMY cannot give on someone else's behalf.

    Purchase transaction with no executed sales contract on file, including all addenda and signatures.

  • Deadline Closing Disclosure received LN-9032 William Whitfield due 2026-08-08
    running

    Scheduled — Disclosure timed against the counting rule and queued to go out inside the window.

  • Deadline Closing Disclosure received LN-3655 Priya Patel due 2026-08-07
    running

    Scheduled — Disclosure timed against the counting rule and queued to go out inside the window.

  • Submission Submitted to underwriting LN-5518 Rita Ruiz
    done

    Submitted — Package assembled in stacking order with the manifest, and delivered to underwriting.

  • Borrower Complete July bank statement LN-4471 Olivia Ochoa due 2026-08-09
    running

    Requested from borrower — Message sent naming Bank statement, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Condition Source of $18,400 deposit LN-4471 Olivia Ochoa due 2026-08-11
    running

    Resolving — The signed gift letter from Rosa Ochoa for exactly $18,400 matches the deposit to the dollar — AMY attached it and sent it to underwriting immediately. Confidence is 88%, short of the 94% bar to mark the condition fully cleared, because the donor's transfer evidence is not yet on file; AMY requested it from the borrower in the same pass and will close the condition the moment it lands.

  • Borrower Homeowner's insurance binder LN-4471 Olivia Ochoa due 2026-08-14
    running

    Requested from borrower — Message sent naming Homeowner's insurance binder / policy, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Income documentation LN-4471 Olivia Ochoa
    running

    Requested from borrower — Message sent naming Pay stub or W-2 or Written verification of employment, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Asset statements — all pages LN-4471 Olivia Ochoa
    running

    Requested from borrower — Message sent naming Bank statement or Brokerage / investment statement or Verification of assets (direct), why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Income documentation LN-9032 William Whitfield
    running

    Requested from borrower — Message sent naming Pay stub or W-2 or Written verification of employment, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Income documentation LN-3655 Priya Patel
    running

    Requested from borrower — Message sent naming Pay stub or W-2 or Written verification of employment, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Income documentation LN-7714 Hannah Cole
    running

    Requested from borrower — Message sent naming Pay stub or W-2 or Written verification of employment, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Income documentation LN-1180 Marcus Bell
    running

    Requested from borrower — Message sent naming Pay stub or W-2 or Written verification of employment, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Asset statements — all pages LN-1180 Marcus Bell
    running

    Requested from borrower — Message sent naming Bank statement or Brokerage / investment statement or Verification of assets (direct), why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Third party Appraisal LN-9032 William Whitfield
    running

    Ordered — Appraisal report placed with the vendor and tracked to delivery. AMY chases the vendor, not the processor.

  • Third party Appraisal LN-5518 Rita Ruiz
    running

    Ordered — Appraisal report placed with the vendor and tracked to delivery. AMY chases the vendor, not the processor.

  • Third party Appraisal LN-1180 Marcus Bell
    running

    Ordered — Appraisal report placed with the vendor and tracked to delivery. AMY chases the vendor, not the processor.

  • Condition Verbal verification of employment LN-4471 Olivia Ochoa
    running

    Working — Gathering what this condition needs.

  • Condition Verbal verification of employment LN-7789 Gary Grantham
    running

    Working — Gathering what this condition needs.

  • Condition AUS findings LN-7789 Gary Grantham
    running

    Working — Gathering what this condition needs.

  • Borrower Two years of W-2s LN-1180 Marcus Bell
    running

    Requested from borrower — Message sent naming W-2 or Federal tax return (1040), why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Third party Title commitment LN-4471 Olivia Ochoa
    running

    Ordered — Title commitment or Preliminary title report placed with the vendor and tracked to delivery. AMY chases the vendor, not the processor.

  • Third party Title commitment LN-9032 William Whitfield
    running

    Ordered — Title commitment or Preliminary title report placed with the vendor and tracked to delivery. AMY chases the vendor, not the processor.

  • Third party Title commitment LN-5518 Rita Ruiz
    running

    Ordered — Title commitment or Preliminary title report placed with the vendor and tracked to delivery. AMY chases the vendor, not the processor.

  • Third party Title commitment LN-1180 Marcus Bell
    running

    Ordered — Title commitment or Preliminary title report placed with the vendor and tracked to delivery. AMY chases the vendor, not the processor.

  • Borrower Homeowner's insurance LN-4471 Olivia Ochoa
    running

    Requested from borrower — Message sent naming Homeowner's insurance binder / policy, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Homeowner's insurance LN-9032 William Whitfield
    running

    Requested from borrower — Message sent naming Homeowner's insurance binder / policy, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Homeowner's insurance LN-5518 Rita Ruiz
    running

    Requested from borrower — Message sent naming Homeowner's insurance binder / policy, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Homeowner's insurance LN-7789 Gary Grantham
    running

    Requested from borrower — Message sent naming Homeowner's insurance binder / policy, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Signed 4506-C LN-7789 Gary Grantham
    running

    Requested from borrower — Message sent naming IRS Form 4506-C, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Borrower Homeowner's insurance LN-1180 Marcus Bell
    running

    Requested from borrower — Message sent naming Homeowner's insurance binder / policy, why it's needed, and a one-tap upload link. AMY follows up on a schedule until it lands.

  • Condition Verbal VOE within 10 days of note LN-4471 Olivia Ochoa
    running

    Working — Gathering what this condition needs.

  • Condition Credit report expiring LN-7789 Gary Grantham
    running

    Working — Gathering what this condition needs.

  • Condition Mortgage insurance certificate LN-7789 Gary Grantham
    running

    Working — Gathering what this condition needs.

  • Condition Credit report expiring LN-1180 Marcus Bell
    running

    Working — Gathering what this condition needs.