DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
The Docs tab houses all of the documents associated with a specific loan that have been uploaded by either the borrower (during the application process) or the lender. The last column indicates who uploaded each document and also tells you what time it was uploaded.
Download a File
You can review a particular file by clicking on the file name. This will download the file to your computer.
Add a File
To upload a document directly to the loan via the Docs tab, click “Upload File" on the upper right hand side of the Docs page.
Once you have chosen the file you wish to upload from your computer, you'll be able to select your document type from a dropdown menu. You can search for the document type by typing the document type name in the search bar. After selecting the document type, indicate which borrower the document applies to (if there are multiple borrowers).
Download Application Package
You can also download the entire loan file from here by clicking the "Download Application Package" button. This will create a .zip file with a 1003 partially completed, up-to-date 3.2 file, and all documents. You can use these files to import the loan to another LOS, or for review outside of Blend.