Skip to main content

Uploading Conditions for Underwriting (UW) Review

How to Upload Conditions for UW Review in the Portal

Updated over 12 months ago

Uploading Conditions for UW Review in the 'Open Conditions' tab

Here is where to upload conditions and notify the Account Manager that the loan conditions are ready for UW review.

1.) Click on the 'Open Conditions' tab once your conditions are ready to upload

2.) Click 'Browse' or Drag and Drop your files in the blue box.

3.) Click 'Start Upload' to begin uploading your files.

**Note, only pdf, doc, docx, txt, tif, jpg, jpeg and jpe are supported. Max file size = 60MB.

4.) Click 'Submit for Account Manager Review' once all conditions are uploaded.

**Note, you'll need to click on the Condition box (and enter any comments) to attach the document to the requested condition.

**Check the status to see if the condition has been fulfilled or received. If the condition status shows 'Added', then you'll need to upload the document for review.

Did this answer your question?