Building a response matrix for underwriting follow-up requests

Put one reviewer request on each row

Create a table with the request date, question or item ID, applicable entity or storefront, responsible person, and due date. Put the direct answer in its own field and identify the supporting document by name, date, and page or record reference when possible.

Use statuses that explain what remains

• Mark an item answered only after the response and supporting file are ready.
• If the record is pending, state who is obtaining it and when you expect an update.
• If a question does not apply, explain why in the context of your actual sales model.
• When new evidence replaces a prior response, note which version supersedes it and why.

Send the response and track what the reviewer confirms

Use the approved case or upload channel and reference the application. Keep the sent response and file index together. Record requests that the reviewer closes and keep unresolved items assigned to an owner rather than assuming that an upload completed the review.