Sort Journey Map Evidence
Classify evidence into journey-map components: actor/scenario, action, mindset/emotion, or opportunity.
Sort each loan-onboarding note into the journey-map component it represents. Actor or scenario Action Mindset or emotion Opportunity Borrower applies online after a branch visit failed to resolve missing-income evidence Uploads the same pay stub twice because the first upload gives no accepted-status signal Worries that the lender thinks the application is suspicious or incomplete Show accepted evidence and remaining evidence before the upload step Calls support after 48 hours without an underwriting status update Needs confidence that the application is moving before the rate lock expires First-time mortgage borrower trying to preserve a rate lock before Friday Create a…
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