Finmo helps you keep your documents organized in one place. If you received mortgage documents in person or e-mail, you can manually upload them in a borrower's application.
How to manually upload a borrower’s documents from email
1. Open the borrower's existing loan.
2. Select the “Documents" tab in the left navigation bar.
If you have not requested the document yet:
1. Click “Upload document”.
2. Choose the document type, borrower and document status of the document you’re uploading.
3. Click “Upload”.
If you have already requested the document:
1. Click the document request from the borrower's requested documents.
2. Drag and drop the correct file.
3. Click “Accept” if you have reviewed the document already.
Should you need help, please contact us by clicking the chat bubble in the app or email supportus@lendesk.com