Use the document inbox
Open Document Inbox. Search by file name or borrower. The list shows document type, extraction status, and upload date, with sortable columns.
Use this organization-wide view to find documents. For work on a specific file, open the loan’s Documents tab.
Upload a loan document
- Open the loan and select Documents.
- Select the upload action.
- Choose the file and document type using the form.
- Follow any size or format validation shown on screen.
- Submit and wait for the file to appear in the list.
Borrowers can upload supported documents through their own My Documents page.
Review extraction
Where extraction is available, the document displays its processing state. Open the extraction result to review the recognized information. Processing can take time; a pending result is different from a failure.
Compare extracted values against the source file. Treat extraction as a review aid and check details before relying on them in an application or condition.
Download a document
Use the download action on the file. If the download fails, retry from the current page rather than reusing an older download URL. Confirm you have document access and check the message shown on screen.
Connect documents to requirements
After reviewing the file, update the relevant condition on the loan. A document upload does not by itself establish that a requirement is satisfied.