Open the loan from the pipeline by clicking on the ‘Edit’ button (paper or pencil icon) next to the borrower's name and loan number.
Click on the ‘open conditions’ tab in the loan itself to view all conditions for the loan.
You’ll see a list of all conditions that are still open by scrolling down to the bottom page.
Click on the condition box that you’re looking to upload then click ‘Browse’ then click the document then click ‘open’ to upload your document. Click ‘Start Upload’ to proceed with the upload.
Once you click ‘Start Upload, you’ll see the upload status bar for verification.
Once your upload is complete, you’ll click on the ‘loan conditions ready for UW review’ button and click ‘OK’ and then the documents will be uploaded to the AM Account Manager who will review the document then pass it on to the UW for review.
You’ll receive notification that the document was uploaded successfully.
