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.
As a Loan Officer, you have the ability to upload documents on behalf of the borrower. Documents can be directly uploaded into a specific portion of the application or as a supplemental document. When doing so, please keep in mind:
- Current supported types - PNG, JPG, JPEG, TIF, TIFF, or PDF
- Max file size is 100 MB
To upload a document to a specific section in the borrower's loan:
- Go to Docs
- Click on Upload File
- Choose the desired file
- 'Open' the file
- Click 'Submit'
Using this method, choose a document type from the drop-down menu. If you want the document to be available to the borrower, check the Share file with borrower(s) box. Click the Upload button and the document will be added to the Application Package.
**Please note that documents will only show up in the LOS after the sync with Blend occurs