Once you have submitted your application to the Lender, you will need to ensure that the Lender receives all the required Supporting Documents.
You may have already uploaded some Supporting Documents whilst you were working on your application. These have NOT been sent to the Lender. Only once the application is submitted, can documents be sent to the Lender.
Once Submitted, your application will be in Read-only mode. Click on the File menu and click on Supporting Documents to be taken to the Supporting Documents screen as per below.
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You are now in the Supporting Documents section.
Upload Documents
The Checklist can be found in Column 3 (The Task List). These are the supporting document requirements of the Lender for your application.
If you have already started uploading documents, they will appear in Column 1.
Otherwise, to begin uploading Supporting Documents, you will need to click 'Upload' in the top left of the menu.
Select the documents that you wish to upload and click Open. (Hold down the CTRL key to select multiple documents)
The documents will upload and appear in Column 1 as shown below.
Edit Documents
You can now Edit a document prior to assigning it to a Checklist item. You may want to do this if you have uploaded one document with multiple pages or a document that contains 2 forms of ID that needs to be split.
To edit a document, click on the document image in Column 1. The pages in that document will appear in Column 2.
If you click on a particular page from within Column 2, you will be taken to an Edit page. Notice the Edit functionality that will allow you to Crop, Redact, Rotate, and Markup as required. Once you are happy with your edits, click Save.
Assign a Document to a Checklist item
It's now time to 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 through 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.
The trick is to ensure you drag your selected page/s over the Checklist item in Column 3. If you drag it over a different Checklist item, you may end up assigning your document to the wrong requirement in Column 4.
You can now see that you have satisfied that Supporting Document requirement - shown by the Green tick and there is now a Completed Task.
You will need to continue with assigning the rest of your uploaded documents to the appropriate Checklist item.
Submit documents to Lender
Once you are finished uploading the last requirement, you will get a popup saying that you have completed the process. This box allows you to submit the documents to the Lender now, or click Close to review or add additional documents.
If you click Close, you will be taken back to your Supporting Documents page. You will notice that all Checklist items have been completed.
If you wish to send any further documentation to the Lender that was not specifically requested, you can do that in the 'Other Documents' section as shown below.
Once you are happy that all Supporting Documents have been uploaded and attached, you can click 'Submit documents to Lender' from the Menu.
You will see the 'Completed' popup. Tick box to acknowledge that you want the documents to be submitted to the Lender. Then click 'Submit documents to lender'.
All done!
Congratulations on submitting a full application with all Supporting Documents required by the Lender. The Lender will now work on your file and be in touch regarding approval.
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