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How do I upload a Borrower's document from my end?

If a Borrower has sent you a document through another means (ex: fax or email), you can upload the document to Lendsnap from your end so you can keep all of their documents in one place. Here's a video or screenshots are below.

 You can also follow these screenshots:

1. Start by going to your Pipeline. 

2. Click on the Borrower. 

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3. Find the category of the document you need to upload (ex: Assets, Income, Identity) and click "Upload Documents". Fullscreen_3_28_17__3_17_PM.jpg

4. A pop-up window appears prompting you for more information. Fill in the requested information (it differs depending on the category of document you're uploading). 

5. Either click "Choose a File" to upload the document or simply drag and drop the file into the dotted box. 

6. Click "Add Document".

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7. When the pop up closes, you'll see the document uploaded and the status changed from "Missing" to "Needs Approval".

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You'll then need to approve the newly uploaded document. You can find the steps here: How do I approve / reject a document? 

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