NewCopilot agents are now part of Oritek.See what they automate
Home / Guides / Cutting time to term sheet
Guide

Cutting time to term sheet

Aug 20266 min readBy the Oritek team

Speed-to-term-sheet is where deals are won and lost. A few workflow changes make the biggest difference.

Validate at intake

Catching missing fields on the way in prevents lender bounces later.

In short. Most delays start at intake, not at the lender.

Route in parallel

Submitting to multiple lenders at once collapses days of sequential back-and-forth into hours.