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Uploading a Document

How to upload a document to a loan

Updated over 11 months ago

You can upload a document through any of the following methods:

Method 1:

  1. Open the loan details page.

  2. Click the Documents tab.

    1. The list of documents associated with the loan application is displayed.

  3. Click the desired document.

    1. The document page opens.

  4. Click the Arrow to the right of the Download button at the top.

    1. A dropdown displays.

  5. From the dropdown, click Upload.

  6. Browse and select the document from the system to be uploaded.

    1. The document gets uploaded.

Method 2:

  1. Follow Steps 1-3 from Method 1

  2. Drag the desired document from your system and drop it onto this page.


​Method 3:

  1. Follow steps 1-2 from the previous methods

  2. Drag the desired document from your system directly into the name of the document in the documents list

    Your document is now uploaded.


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