Requesting Borrower Documents

Open a lead and select Documents. The Document Checklist shows requested items and their current state, while the uploaded-document area provides the available review and file actions.

1. Select Add Request.
2. Enter the document name, category, document type, and optional reason or notes.
3. Select Add to Checklist. The item becomes visible to the borrower in the portal.
4. When a document arrives, review the file and update its status using the available workflow. Depending on permissions, actions can include preview, AI analysis, type correction, signature requests, and visibility controls.