How can I request documents from my clients?

How to Request and Track Client Documents Through the Client Portal

Step 1: Open the Conditions and Documents Section

Open the mortgage deal file and navigate to the Conditions and Documents section. This section is used to manage document requests and track uploaded files for the mortgage application.

Step 2: Select the Required Documents

Review the list of available conditions and documents within the deal file. Select the specific documents you need from the client.

Step 3: Request Documents Through the Actions Menu

After selecting the required documents, open the Actions menu and choose Request Documents for Conditions.

Step 4: Send the Document Request

Click Send to generate and send the document request email to the client automatically.

Once the request is sent, the system displays a confirmation message indicating the request was successfully delivered.

 

 

Step 5: Client Receives the Portal Request Email

The client receives an email notification prompting them to upload the requested documents through the client portal.

The email contains instructions and access to the secure upload interface.

Step 6: Client Uploads Documents

Within the client portal, the client can upload documents using either of the available methods:

• Drag and drop files directly into the upload area
• Select files manually from their device using the Select Files button

Step 7: Client Completes the Submission

After uploading all requested documents, the client clicks Complete to finalize the submission.
 

Step 8: Receive Notification of Uploaded Documents

Once the client clicks Complete, the mortgage professional receives an automatic notification email confirming the documents were submitted.
 

Step 9: Monitor Document Request Status

Return to the Conditions and Documents section to monitor document progress.

The system uses status icons to indicate document activity:

• The Requested icon turns green when a document request is active
• The Received icon turns green once the client uploads the document

Step 10: Review Uploaded Documents

Once documents are submitted, they appear in the Uploaded Tile within the deal file.
 

Step 11: Monitor Incomplete Uploads

If the client uploads documents but does not click Complete, the system sends a nightly reminder notification to the mortgage professional.
 

Step 12: Confirm Client Privacy and Access Controls

Each client only has access to their own secure portal and documents. Clients cannot view other client information within the system.

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