The Loan Documents section allows you to upload and organize documents that belong to the overall loan application instead of a specific borrower.
This is useful for documents that apply to everyone on the application, making it easier to keep shared documentation organized in one location.
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Video: A step-by-step walkthrough of accessing the Loan documents section in an open application, used for storing documents that belong to the overall application rather than a specific borrower.
What are Loan Documents?
When an application contains multiple borrowers, each borrower has their own document column for borrower-specific files.
The Loan documents section is designed for documents that belong to the application as a whole rather than an individual borrower.
Examples include:
Property appraisals
Loan disclosures
Intent to Proceed forms signed by all borrowers
Any other application-wide documentation
How do I upload a loan document?
1. Open the application.
2. Select Documents from the left navigation.
3. Click on the Loan documents section.
Screenshot: The Documents link in the left-hand menu of an open application, as well as the Loan documents link in the tab menu.
4. Click Upload document(s) and choose a file from your computer.
Screenshot: Shows the Upload documents button within the Load documents page.
5. Select the appropriate document category. If your document doesn't fit one of the available categories, choose Miscellaneous.
Screenshot: The drop-down menu for selecting a document category after uploading documents to the Loan documents section.
6. Click Upload to save the document.
Screenshot: Shows a summary of new documents that have been uploaded to the Load Documents section.
Your document will now appear in the Loan documents section.
Can I manage my loan documents?
Once documents have been uploaded, you can:
Search for documents
Download documents
Archive documents you no longer need while keeping them available for future reference
Screenshot: The Edit, Download, and Archive icons for Loan documents that have been uploaded into the Loan documents section.
Using the Loan Documents section helps keep application-wide documents separate from borrower-specific files, making your document organization cleaner and easier to manage.
Should you have any further questions please click on the chat button in Jupiter or email support@jupiterloscom.