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Upload documents to my lender quickly

From inside a transaction, click on the upload documents area or drag and drop a document you would like to share with your lender.

An option to quickly upload documents to the loan team working with you  is available by selectin the "FOR LOAN TEAM ONLY" button.  When using this method, the name of the uploaded file will be used  on the documents card and the document type will automatically be set to "CUSTOMER/LENDER CONFIDENTIAL." Buyer and Lending transaction participants will be granted permissions to view and modify (delete, add versions etc.) these files. Permissions may be edited prior to saving the initial upload, or anytime after by editing the document settings.