Viewing Documents
Documents such as privacy policy updates, tax documents, etc., may be available to view or download depending on your Payor’s configuration.
Click on DOCUMENTS in the left-hand panel to see a list view of them sortable by published date and document title.
Click on a document in the list to view and download it.
Uploading Documents
Depending on your Payor’s configuration, you may have the ability to upload documents for your Payor to view.
The “Upload Document” button will allow you to:
Select the type of document you are uploading:
Category
Subcategory (appears after the category is selected)
Reason
Browse and upload the following file types: GIF, JPG, PDF, or PNG, up to 500 MB. By default, the document is date stamped with the date of the upload.
You will be required to specify the reason for uploading a document for your Payor to view. The reasons available to choose from are:
Additional Documentation
Document Correction
New Form Version
New Signing Date
New Loanout Entity
Original Upload
Other
**NOTE: Access to the document center is limited to those with the role of User Manager and User Admin.