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How to submit Supporting Documents

Generate a checklist, and upload your supporting documents to submit to ANZ

Kate Gubbins avatar
Written by Kate Gubbins
Updated over a year ago

When collecting, managing and submitting your Supporting Documents along with an application to ANZ, this is the general functionality:

  • At any time while you are working on your application (before submission), you can upload collected documents into the Supporting Documents section

  • You are able to submit your Supporting Documents to ANZ only after you have submitted the Application data, and received a Lender Application number in the Setup section of your application.

Uploading Supporting Documents

You are able to uploaded collected Supporting Documents at any time. You can access the Supporting Documents interface in a couple of ways:

  • Via the Application Processing Page, by locating your application and clicking the 3 dots (on the far right of the record line):

and then selecting Supporting Docs from the list of options:

  • From within the application itself, by clicking on the "Documents" icon in the top left of the ribbon across the top of your application:

The key items in Supporting Documents are:

  1. Your application reference - you can use this dropdown to search amongst your apps and work on the supporting documents of other applications.

  2. The Submit button, which sends the documents loaded in Supporting Documents to ANZ.

    1. You will note this is not enabled if you have not yet submitted the Application itself to ANZ

    2. It will be enabled when at least the Application Form has been successfully added to the checklist item (section 5)

    3. Note multiple submissions are possible with Loanapp (you can click the submit button any number of times to send more documents)

    4. Note that there is a maximum file size of 49MB per document to successfully be accepted by ANZ

  3. The upload button - to upload your supporting docs (no file size limitation)

  4. The Documents Bucket - icons of each document you have uploaded. This bucket accepts unlimited file sizes, the Split function can be used to manage larger files.

    1. Each file has the Upload date and time plus the Not Submitted.

    2. When documents are submitted to ANZ, the Not Submitted Status will update to Submitted and the date and time.

  5. The checklist of potential documents required to support your application. You will note when you first land on this page, you can only see one (the first) requirement.

  6. This dropdown allows you to scroll through and select other checklist items

  7. Ticking 'show all' will expand the whole checklist so you can scroll down through all the requirements on the one page

  8. The blue bar records your progress against the requirements (this is currently not being actively used, please refer to MCR for supporting documents requirements)

The Checklist

When you first land in Supporting Documents, you will only see one (the first) requirement on the checklist. To see more you can:

Click on the dropdown to see all the checklist categories:

And if you select any of these items, you will see what is needed for supporting docs against that requirement:

Tick "Show All" to see all the requirements on the checklist:

The checklist will itemise the potential documents that may be needed for each requirement.

The Documents Bucket

The Documents Bucket is where you upload the documents you want to attach to the checklist. Note that you can upload into this bucket at any time during creation of the application, or after you have submitted the application data to ANZ.

If you have generated Print Forms in Loanapp, you will also see that any documents that have been generated in the Loanapp workflow will be waiting for you here (eg Application form, Serviceability outcome):

To upload more docs, click the upload button and select documents to add to your bucket:

The uploaded docs will land in your Bucket ready for attaching to your checklist:

Note you can tick "Large Icons" for a better look at each document:

You can then drag your documents across to each requirement on the checklist (maximum 49MB per document):

Please note: "Categories" and "Documents" count is not currently being used and does not reflect the required number of documents. Please refer to MCR for Supporting Documentation requirements.

Submitting documents to ANZ:

When you have completed loading the required Supporting Documents and you are ready to submit these documents to ANZ, simply click the Submit button. Note that the submit button will not be enabled until you have submitted your application data.

If the Submit button is NOT enabled, you will need to go back to the Loanapp interface in Summary & Submit and tick the box to confirm the customer(s) have signed the application form and click "Submit Application":

Once you have successfully submitted (you'll get a thumbs up and the status will change):

You will find the Submit button in supporting docs is also enabled with a notation that you have submitted x of y documents (the document count is currently not being used, please refer to MCR for supporting documentation requirements):

If you now Click Submit - the documents you have attached to the requirements will be sent to ANZ:

You will also note that each of your attached documents will now have a time stamp not only of when you attached to the checklist, but also a new status of Submitted and the date and time that it has been successfully submitted to ANZ:

If additional documentation if required by ANZ, you can upload and submit using Loanapp as many times as required.

To confirm that your documents have been received by ANZ:

  • in the document set under each document it will show as Submitted with the date and time of submission

  • you will receive an email from Assessment

  • a message in OMNI confirming that documents have been successfully submitted

  • check ELF/EDRM a few hours post submission, documents should be available

Some further Supporting Documents functionality

You will note a few other elements on the supporting documents module that will be of interest.

  1. This feature allows you to expand and collapse the sections of the interface. Left, Middle and Right panes can be opened and closed - useful if you want to have closer looks at individual panes

  2. If you have used the functionality in 1 above to open/close panes - this takes you back to the original default view

  3. Regenerate document set - this allows you to regenerate the checklist

  4. This icon allows you to expand/focus on that pane alone

  5. View or Edit - you can drag documents into here to view and edit the document

  6. Split or Combine - you can drag documents into here to split the document into smaller/individual documents and/or combine more than 1 document

  7. Reject is basically your document bin - drag documents in here to get them off screen

  8. These radio buttons allow you to leave the documents bucket and view (eg) the rejected bucket

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