The Documents tab is where you can find supplemental documents such as credit reports and disclosures, as well as upload documents of your own. The Document tab is located under the Underwriting collection.

Both you and the borrower can upload documents to a loan. Simply drag and drop files into the specified box, or click it to open a file upload dialog. Files must be PDF, JPEG, PNG, CSV, or Word documents.

To download a single document, select the download icon to the right of the document filename. To download multiple documents at once, check off the boxes to the left of the names of the documents you wish to download, then scroll up to the selected document options and select the download icon.

All uploaded documents are automatically converted to PDF, making it easy to merge them into a single file or share with a lender.

You can merge multiple PDF files into a single file in order to consolidate them. Select the files you wish to combine, then use the "merge selected documents" button.

When new documents are uploaded—by you or the borrower—our AI Processor reviews them, assigns a category, applies relevant tags, adds a description, and links any related conditions.

Clicking the 'Re-Analyze' button will have the AI review the document again.

Tags allow you to easily organize documents. To tag a document, select the plus sign icon. This will open a dropdown menu with all the available tags.

Expand the document to link any relevant conditions.

If you want to satisfy the condition, use the menu on the linked condition. The condition will be also checked off in the Conditions tab and reflected as such in the borrower's dashboard.

You can search for any document by the file name.

You can filter documents by:

You can sort documents by newest or oldest uploads. The default sort will be by newest uploads.