When you have completed your Loanapp application capture, you will get to the Submit page. Before you submit to your Lender, you will need to Generate Supporting Documents Checklist and upload all the supporting documents your lender requires.

Click "Generate document checklist"

You will get a popup confirmation. Click "Generate"

The Supporting Documents module will open in a new TAB.

The checklist is presented as a list of categories. You can click on the Document Set dropdown to see each of the categories of documents, and click through to a specific category:

Or, you can click "Show all" to see the whole list and scroll through each category

On the right hand Documents Bucket, you can click "Upload" to upload your supporting documents. The supported file types will also be listed

When you have uploaded your supporting documents, they will all appear as thumbnail icons in the Documents Bucket.

You are able to click on a thumbnail image of a document, and drag it across the relevant checklist item. Drop the image onto the checklist item.

When a document is attached to a checklist item, you will see a tick against the requirement, and a date and time of when it was uploaded.

Continue to work through attaching documents to the checklist. You will see a counter at the top of the checklist that tells you how many of the requirement categories and documents have been completed

The Supporting Documents module has some great tools to help you manage your documents. The "View and Edit" control allows you to drag a thumbnail image of a document to view the whole document in detail. Drag a document to this box:

And a third panel will appear with the whole document on display. To expand even further, click the expand button on the panel:

The other two panels will collapse; and you will be looking at just the third panel with your document

This is a good way to rename documents

Or even to go into Edit mode

To redact something on the document

Click this icon.

Or to highlight a section and add a note

Highlight and add note

Click "Save"

To easily get back to the main checklist panels, click Default View

You can also use the Split and Combine function to break up (or combine) documents. To do this, select a document and drag it to the Split or Combine control:

This will load the document. Click the expand icon to see only this document panel

If you have a many-page document, you are able to click on each page that you would like to split into a smaller document:

Give your new three-page document a Title; and then click 'create':

Click this image.

You can continue to break up the document in the same manner

And when you go back to the "Default view"

You will see your new document in the Document Bucket, waiting to be dragged across and attached to a checklist item

You can click "Download All" to download all the documents you have uploaded for this application, into one .zip file

Lenders can specify if documents are Mandatory, or optional. Where they are mandatory, you will see a Mandatory flag on the requirement.

Generally, you cannot submit your Loanapp application (or the supporting documents) until you have attached at least all the Mandatory checklist items.

If you have:

Lender submit logic will vary. Some lenders will have a Submit button that must be pressed in order to submit your supporting documents:

If you see this button, but it is disabled, it will mean either:

Some lenders do not require you to 'submit' supporting documents - they will see all work you have done on the supporting documents checklist, without you having to press a submit button. These lenders generally will not have a submit button on the interface.

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