1. In your mortgage tab, click forms

2. Click upload document if you would like to upload anything to send to the lender

3. Click to upload, or drag and drop your document into the green box

4. Click upload once you are ready. You can upload multiple documents here if needed

5. Click the checkboxes on the documents that you wish to send to the lender

6. You can select multiple at once to send to the lender as a package

7. When ready, click send to lender

8. Once you have added your security PIN, package name, and clicked the checkbox, click send to lender

9. If you go to package history, you can see your list of packages sent to the lender as well as pertinent details on them