Help / Lead Record / 1 min read
Using the Lead Documents Tab
Manage uploaded evidence, disclosure records, forms, and prequalification or preapproval letters.
Verified August 14, 2026 · Current FastIQ lead-record UI and supporting product source checked August 14, 2026
Documents has three lenses: Uploads, Disclosures, and Letters. Use the lens that matches the record you are trying to create or verify.
- Uploads manages the document checklist and received files. Authorized actions can include upload or camera scan, preview, type correction, status change, borrower visibility, signature request, AI analysis, and extracted-field review.
- AI Document Intelligence can classify or extract information, but low-confidence, failed, or mismatched fields belong in the review queue until a user confirms or corrects them.
- Disclosures combines the lead’s disclosure history with applicable state and agency forms.
- Letters evaluates eligibility for prequalification and preapproval letters, then lists issued letters with view, PDF, send, and void actions when allowed.