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Visibility of Documents

Step by step guide on making documents visible for third party vendors you add to your transaction

Updated this week

How to Edit Document Visibility

  1. Go into your transaction page

  2. Click into the Offer folder or the Documents folder

  3. Click on the Visibility button

    1. Select the documents you would like to share.

    2. Click Edit Visibility.

    3. Select Has Access to change the status of anyone's visibility.

**TC Access: Your TC automatically has access to everyone document.**

**Lender/Title Access: Your lender and title rep do not have automatic access to any document until you make it available.**

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