When you have finalised your Loanapp application, you are able to generate a supporting docs checklist to tell you what is required by the lender to support your submission.
You are able to generate the supporting docs checklist from the Submission section when you have a complete and valid application (ticks against all of your sections).
When your application data is complete, click "Generate Document Checklist" on the Submission page:
You will get a popup confirming you would like to generate your checklist; and then the checklist will be built in a new Tab:
Left Panel: the Checklist
The Left Panel will be your checklist. When your checklist first launches, you will only see the first category of documents required on the checklist.
You can expand the checklist to see the whole list by clicking "Show All"; and you can then expand/collapse each item as you wish:
Alternatively, you can use the "Document Set" dropdown to navigate to a particular document requirement:
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Each checklist item will have a Title that will list the Category, and Target Person who needs to provide the document; and then the document/s that are needed:
Right Panel: upload and manage your documents
The right panel is where you upload and manage your documents, before you drag across to attach to specific checklist requirements. Click the upload icon and select your documents to upload:
Once uploaded, your documents will be represented by images in the "Active Documents" section:
If you want to have a better image of each document, you can click on "large icons":
You are able to upload further documents at any time.
When you have got your documents uploaded, you are able to then drag across to the specific checklist items to satisfy those requirements:
When you have completed a requirement satisfactorily, the checklist item will tick 'green', and the number of Documents that have been 'loaded' will increase by the number of requirements you have satisfied:
You can continue uploading and attaching documents to satisfy the checklist. Some other features to be aware of:
Lenders are able to set whether documents are "Mandatory", or not, and this generally allows you to submit the Mandatory docs first, and the all the others when you can. For more on identifying Mandatory supporting docs, click here.
you can use view or edit documents to have a closer look at your document, and use features to redact, highlight, add post-its and comments to the document
you can use split or combine documents to split documents apart into smaller documents, or even combine a few documents into one
issue a specific info request while working on supporting documents - which allows you to create a digital request to your applicant/s to upload a required document
Alternatively, you can use the auto-generate functionality Generate info requests for all outstanding supporting documents (bulk/auto generate), for you to then review and send out to your applicants