Skip to main content
All CollectionsSupporting Documents
Drag and Drop documents and Submit to Lender
Drag and Drop documents and Submit to Lender

Drag Drop and Submit

Liz avatar
Written by Liz
Updated over 2 weeks ago

You can now assign a particular page or pages of a document to a Checklist item.
You can select multiple pages by holding down the CTRL key.

Make your selection and drag the image to the appropriate Checklist item in Column 3, which then lists the exact requirements in Column 4. Drop your selection against the appropriate requirement in Column 4.
​

Once you have allocated all the documents to the correct check list items they are now ready for the lender, you will notice it says 'it's complete' and the submit button is now active.
​

Click on the submit to lender button, you will get a pop up screen confirming that you have completed the process. Click on the check box to confirm that you want to submit the documents to the lender.
​

Your final screen will look like this saying 'supporting docs have been submitted to the lender on (date & (time)'.

Did this answer your question?