Company Settings > Required Docs

This section controls which required docs are always on by default and can be conditionally linked to a loan program & numerous other loan parameters/conditions. So specific required docs only show up when the loan program & conditions match.

For example, if the loan program is Fix & Flip- you will need a rehab budget, and experience/track record… If Commercial Loan→ You need Rent Roll, P & L, etc.. OR if property type= Condo--> You need a condo questionnaire.

Also, certain required docs can be back-office only and will not be seen or uploadable by the borrower or other parties you indicate via the loan status & doc portal. 

Please see this video as we updated the required documents on 9/11/2023

Video - Required Documents