Once your client has uploaded Documents for you, you can review them from their Profile and Check, Categorize and mark them as Complete ✔️

When a client finishes their Fact Find in the Client Portal, if they had been sent a Fact Find + Document Request, they will be taken to the Document page:

Here they are automatically given a list of documents that they need to provide to you for their application. This list is collated based on the answers they put in the fact find.

This Documents page in the Client Portal allows the client to upload these documents and also categorise them for the adviser.

Once they are uploaded, these documents appear in Trail in the client's Profile for the adviser to review. These are found in the 'Documents' tab at the top of a clients profile:

This is where the adviser can review the documents, as well as request extra ones or delete anything unnecessary.

Uploaded Files are documents that the client has uploaded that need to be reviewed by you. This is where the documents that are yet to be reviewed will appear and show a 'pending' status. Click on the first one to preview it:

As the client has uploaded this document, you'll have to check that it would be accepted by the bank.

Your preview options include:

Make sure the Category that the clients have selected for the Document is correct:

Change the category to the correct one from the dropdown list if the client has not categorized this correctly!

When a client uploads documents, you'll need to change their status so you know what is still outstanding for the application. The statuses are as follows:

If an uploaded document is incorrect, you'll need to add instructions to inform the client why the document is unacceptable and what you need from them. This will appear in the Client Portal so the client knows what is incorrect.

Once you've checked through all documents, this will update to the Requested Document page. The document review status is represented by coloured edges:

All of the documents required will be listed under the 'Requested Documents' section of Documents page.

However, the software cannot always get this 100% for a particular client's situation. You may notice that there is some extra documents that are needed, or that there is a request that they will not need.

Click on the 'Add Required Document' button at the top of the page.

A modal will pop up, where you can select the type of the document required and edit the description of the document type if need be. You can modify your available document types in your settings.

Click on the Document type from the Requested Documents list. Then select the bin icon at the bottom left of the popup modal. This request will no longer appear in the Client Portal or the adviser side of Trail.

You can always add this document type again if you need!

Once you have checked all the documents, added any extras, and deleted unnecessary documents, pressing the blue 'Request Documents' button at the top right of the page will bring up an email template. If you have set up your default email templates in your settings it will pull through to this email.

This email will contain a list of all the required and incomplete documents that are needed for the application, which is why it is important to send this email after you have already checked the documents requested and uploaded.

You can edit this email to add any extra details you want the client to know.

If you have marked a document as 'incomplete', it will appear in this list alongside the reason you wrote about why it was marked incomplete.

Depending on your notification settings, you will be notified once a client uploads more documents to be checked. Once all documents have been uploaded, find out how to complete the mortgage application to send to the bank.