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Uploading a Document

How to upload a document to a loan

You can upload a document through any of the following methods:
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Method 1:

  1. Open the loan details page.
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  2. Click the Documents tab.

    1. The list of documents associated with the loan application is displayed.
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  3. Click the desired document.

    1. The document page opens.
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  4. Click the Arrow to the right of the Download button at the top.

    1. A dropdown displays.
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  5. From the dropdown, click Upload.
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  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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