Mortgage Lending · HR & Training
Timekeeping policies
An HR policy explaining how employees record hours worked, take breaks, and get overtime approved at a mortgage lender.
What it usually contains
- Who is hourly versus salaried and which rules apply to each
- Daily clock-in and clock-out steps, meal and rest break rules
- Rules against off-the-clock work, including after-hours calls, emails, and loan file work from home
- Overtime pre-approval, pay periods, and timesheet correction and approval deadlines
- Consequences for late, missing, or falsified time records
What the assistant uses it for
Answer questions about how to log hours, whether after-hours borrower calls or remote work count as paid time, when overtime needs manager approval, and how to fix a missed punch or late timesheet.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
On one AI system
Everything your company knows.
One version that counts.
You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.