Skip to main content
All CollectionsLoanapp Application
Next Steps After Data Completion
Next Steps After Data Completion

This article will help guide you through the process after all data has been completed

Mo Safindi avatar
Written by Mo Safindi
Updated over 11 months ago

Next Steps

Once you've completed all the sections head over to the Submission tab

The Generate Document Checklist button should be unlocked once the application has validated successfully

The button may be grey but it is active

Once you click on generate, a link will appear "View the Checklist"

This will take you to the supporting documents section

You will then be directed to the Supporting Documents section

  • You will find the required document sets on the left hand side of the screen

  • Clicking the square "Add Document" icon on the top right will allow you to upload the required documents

  • These will appear in the tray on the right hand side as "Active Documents"

Drag and Drop

  • Once all your documents have been uploaded begin dragging and dropping them into their respective fields

  • Once a document has been placed within the required category a green tick will appear

  • Complete all required documents

  • The Supporting Documents are automatically uploaded

  • Return to your application and head back over to the Submission section

Submission

  • The "Submit to lender" button should now be available

  • Upon successful submission your application status should now be in "Assessment"

Did this answer your question?