How to review an uploaded document and mark it as "Approved" or "Needs attention"
1. When you see the document status "For your review," it means one or more uploads have been uploaded by the borrower.
2. Click the document request, then click the file name you want to review. Make sure you have your pop up blocker turned off.
3. Once you've reviewed the file(s), click "Approved" or "Needs attention” if the uploaded documents are incorrect or illegible.
4. If you mark a document request as "Needs Attention," include a note for what needs attention. For example, their image may have been blurry. Then, click "Update borrower(s)” in the top nav bar so the borrower knows there's been a change.
Understanding document statuses in Finmo
In the "Documents" menu, documents will be marked as:
Requested: Documents you've requested from the borrower. They will show up in the borrower's portal as a document request they need to upload.
For your review: Document requests with files uploaded from the borrower for you to review and decide if they are approved or need further attention.
Needs attention: Document requests that require extra attention (ie. the wrong document was uploaded or it was blurry). When the borrower logs into their application, they will be able to see this status and any messages you added for why it needs attention.
Loan Officer Accepted: Document requests you've marked as approved. Clicking Download PDFs will download the files in the Approved document request (but not any hidden files).
Should you need help, please contact us by clicking the chat bubble in the app or email supportus@lendesk.com