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Supporting Documents Checklist Category
Supporting Documents Checklist Category

Tells you what data the requirement is related to, and who needs to provide the documents

Kate Gubbins avatar
Written by Kate Gubbins
Updated over a week ago

Each Supporting Documents Category will give you the "headline" detail of the requirement - what part of your application data the documents relate to, and who needs to provide the document/s - the broker, Applicant 1, Applicant 2 etc

Eg: this Category is requesting the (Category) Applicant Identification, from (Who) Applicant Sharon Holeston:

Whereas this Category is requesting the (Category) Application documents, from (Who) the Broker:

And this Category is requesting the (Category) Documents for Existing Property Asset, which is then listed, and then from (Who) the Applicant:

The Category then lists the required documents

For each Category, you will then see the Documents that are required to satisfy that category. There may be only one, or many documents required; and each category may:

  • have logic to allow you to attach One Of, or All Of, listed documents

  • have logic to specify which Documents are Mandatory or Optional.

Here the Category is requesting from the Broker 4 individual documents, 3 of which are Mandatory:

Whereas in this Category, the entire Category (both documents) are Mandatory:

In this Category, you are able to provide ALL of the first segment OR at least 2 of the second segment:

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