Different types of documents may be added to a loan application by clicking

from the navigational tab at the top of the loan information page as seen here. The screen below will be rendered providing the options to upload supporting documents, generate output documents and upload signed documents as per loan product requirements.


INPUT DOCUMENTS

To upload an input document access the Input Documents tab by clicking

then click

as shown below.

The popup below will be rendered.

Select a document type from the list provided:

Click

to select the input document to be uploaded or drag and drop the file from its location to the drop zone provided, shown below:

Once selected the option to upload the file will be presented as shown below:

Click

to upload the file,

to cancel this action or

to remove the selected file.

The loan information will be updated displaying the uploaded document as shown below with the options to download

or delete

the document .

OUTPUT DOCUMENTS

To generate an output document, access the Output Documents tab by clicking

as shown below.

Select a document type from the list provided:

Click

to display the selected output document with details pertinent to the loan account being processed.

SIGNED DOCUMENTS

Once the document has been downloaded/printed and signed, the signed copy may be uploaded. Access the Signed Documents tab by clicking

as shown below.

Select a document type from the list provided:

Click

to select the input document to be uploaded or drag and drop the file from its location to the drop zone provided, shown below:

Once selected the option to upload the file will be presented as shown below:

Click

to upload the file or

to remove the selected file.

The loan information will be updated displaying the uploaded document as shown below with the option to download

.

.

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