ThoughtFocus Build AI Worker automated conditions clearing

Conditions Clearing Clerk

SKU TFB-MO2 Categories ,

Effort Split: Human: 60% | AI: 40%

 

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no risk and no upfront investment.

We contractually guarantee ROI. 

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U.S. National Average Pay Range: $35,000–$48,000 per year

Conditions Clearing Clerks manage outstanding conditions on mortgage files—verifying documentation, requesting missing items, communicating with stakeholders, and clearing files to fulfill underwriting requirements.

Task Name AI Capability Human Oversight Notes
Document Status Checking ✅ High 🚫 Low AI can monitor file statuses in LOS, flag missing documents, and request updates automatically.
Automated Reminders & Follow‑Ups ✅ High 🚫 Low AI can schedule and send routine reminders to borrowers, processors, or third‑parties.
Data Entry & Condition Logging ✅ High 🚫 Low AI can log receipt dates, update status, and tag cleared conditions in systems without manual input errors.
Document Verification (Completeness) ⚠️ Medium ⚠️ Medium AI can verify presence of required documents (e.g. pay stubs, appraisal). Human review needed for quality, authenticity, or ambiguous docs.
Compliance & Underwriter Rule Checks ⚠️ Medium ⚠️ Medium AI can flag potential compliance issues or rule deviations. Humans interpret regulatory nuances and rule exceptions.
Escalation Handling ⚠️ Medium ⚠️ Medium AI can detect overdue items and escalate to supervisors. Humans follow up, evaluate urgency, and engage stakeholders.
Reporting & Metrics Tracking ✅ High 🚫 Low AI can generate dashboards on clearance times, backlog, and bottlenecks for operational visibility.
Stakeholder Communication 🚫 Low ✅ High Personalized communication—especially when issues arise—requires human judgment and tone.

 

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