Uploading documents into an application couldn't be easier. If you have received a document request from your loan officer, here's how you upload those requested documents and submit them.
You should receive an email like this:
Screenshot: Displays the email received by the borrower after a document request is sent from the loan officer, including the Upload documents button for accessing the borrower portal.
Then follow these steps:
1. Login into your application to view which documents have been requested.
2. Click on "Go to documents". You will be taken into the portal and shown a list of documents you're being asked to upload.
Screenshot: Displays the page in the Borrower Portal where the borrower lands after clicking the Upload documents button in the email, providing buttons to Go to application or Go to documents.
3. Each borrower is listed on the left. Make sure to select the borrower to view which documents are required for each. Click on “Upload document” to upload a file in most formats.
Screenshot: Displays the page after clicking the Go to documents button, showing the list of requested documents for each borrower, with an Upload document button for uploading each document.
Note: You don't have to upload all of the documents at once if you don't have access to them. Your loan officer will be notified immediately as you upload them. Make sure you upload each document individually and not as one file with multiple documents.
4. A pop up will open. Drag and drop a file to upload or click on "Choose file" to choose from your saved documents.
Screenshot: Displays the popup that opens after clicking an Upload document button, showing the option to Drag and drop a file or use the Choose file button.
5. If you'd like to send a note to your loan officer about the document you can type a note and then click on "Save and upload". Your loan officer will be notified and can view the note alongside your uploaded document.
Screenshot: Displays the Note field below the uploaded file, for including a note related to the file, along with the Save and upload button.
How to check the status of your uploaded document(s)
Check the status of each document you've submitted to your loan officer by going into your documents portal int he application.
If for some reason the document isn't acceptable, your loan officer will mark it as "Needs attention" with a message indicating why. A document that was uploaded that hasn't been reviewed yet will show as “In review".
After your loan officer reviews and approves the document, it will show in "Broker accepted".
Screenshot: Displays the documents section of the Borrower Portal, showing the different statuses for each document reviewed by the loan officer, including Needs attention, Requested documents, In review, and Broker accepted.
Should you need further help please reach out to your loan officer for guidance.