Document Management - View, Add, Share and Upload Documents

As an agent it is crucial to make sure that all client documents are available and that they are subsequently all up-to-date. Once the loan request has a client and a property, multiple actions can be taken on the documents tab:

• Upload a document
• View a document
• Delete a document 
• Add a document
• Share documents

Additional Information: 

Reviewing a document - When viewing a document, the agent will be able to reject or approve. Rejecting a document will let the agent choose the rejection reason and add a text motivation. The rejection will trigger a mail communication to the borrower to let him/ her know about the status.

Enhance the way you deal with documents gathering

It is possible to request multiple documents from your borrowers all at once. No more repetitive tasks!

Did you know? 

It is possible to upload additional documents for information purposes ranging from guides and tips to essential resources. You can now provide information, share knowledge seamlessly and gain the trust from your borrower.

Read this article to see find out how to use this functionality.