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:
Then follow these steps:
1. Login into your application to view which documents have been requested
2. Click on "Documents". You will be taken into the portal and shown a list of which documents you're being asked to upload.
3. Click on “Upload document” to upload a file in most formats.
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 in Finmo as you upload them. Make sure you upload each document individually, and not as one file with multiple documents.
Check the status of each document you've submitted to your loan officer. Anything that hasn't been reviewed yet will show as “In review" category. After your loan officer reviews and approves the document, it will show in "Broker accepted".
If for some reason the document isn't acceptable, your loan officer will mark it as "Needs attention" with a message indicating why.
How to add a note to the broker?
1. Log in to your application.
2. Navigate to the “Documents” section.
3. Upload the document you want to comment on (e.g., W-2 Form, ID, Bank Statement).
4. Type your message in the “Note” section
Example: “This is the most recent statement from my new bank account.”
5. Click “Save and upload” to save the note.
6. Your broker will be notified and can view the note alongside your uploaded document.
Should you need further help please click the chat button in Finmo or send an email to supportus@lendesk.com