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Generate Verification Documents

Generate documents like VOMs, VOEs, and Gift Letters directly from your loan

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Written by Hannah Levick
Updated over 4 months ago

How to Generate Verification Documents

Generate important loan documents in just a few clicks. You can create Verification of Mortgage (VOM), Verification of Income/Employment (VOE), and Gift Letters directly from your loan file.

Steps

  1. Open your loan file

  2. Click "Generate Documents" in the right-hand sidebar

    1. in the left sidebar

  3. Choose your document type:

    • Verification of Mortgage (VOM)

    • Verification of Income/Employment (VOE)

    • Gift Letter

  4. Click "Open Document" to view instantly

Your documents are automatically saved in the Documents tab for future access.

Tip:

  • If you want to download your document directly from the preview:

    • (1) Click on the menu icon

    • (2) Select Download

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