Reviewing a follow up in Pending review

Borrower-uploaded documents will be marked as "Pending review" and must be reviewed to ensure the documents are correct and legible. When reviewing these follow-ups, loan officers can then accept the document thus marking the follow-up as completed. If the document is incorrect or of low quality, loan officers can re-request the follow-up and send a custom message to the borrower.

• Review the follow-up in "Pending review"
• FAQs
  • Which follow-ups need to be reviewed?
  • Will the documents of rejected follow-ups sync to the LOS?
  • Will rejected documents show in the Docs tab?

Review the follow-up in "Pending review"

If a borrower uploaded a document to complete a follow-up, it must be reviewed before accepting it and marking it as completed.

1. Go to the Follow-ups tab and click Review.
   

   

2. After reviewing the document for accuracy and quality, you can Accept or Re-request the document.
3. If you re-request the document:
   a. Select a Reason for requesting changes: Low quality, Wrong document, or Other.
   b. Send a Message to let the borrower know why you're requesting the document again.
   c. Click Add to draft to continue or Go back to discard the request.
   
4. Adding the request to the draft will mark the follow-up as "Rejected." Click View Saved Draft and proceed to send the request.
   
5. You can request other follow-ups, then click Review request to proceed.
   
6. Review the email message and click Send request to finish.

You'll see the rejected and pending follow ups in the Follow-ups tab.