---
title: Required Docs & Conditions setup
description: "Set up LendingWise Required Docs and Conditions: categories, who uploads each doc, ad hoc docs, display rules and reminders."
---
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# Required Docs & Conditions setup
## Set up required documents and conditions, and choose which loan files they show on.
Required Docs in LendingWise give every document you collect from a borrower its own entry on the loan file's Docs tab. You control which documents appear on which files, who is responsible for uploading each one, and what conditions are attached to them.
### Where to set them up
Go to **Settings \> Platform Settings \> Required Docs & Conditions**. You'll start with a set of documents you can edit, add to or delete.
To get started faster, use the onboarding template (a Google Sheet) we provide. List the documents you need and any conditional items, such as a construction budget for fix and flip or a rent roll for a small balance commercial program.
Docs show on the Docs tab in the same order as this list. Drag rows to reorder them, or set Display Order when you click Add New.
### Categories
Categories group required docs so your team and borrowers can find them quickly. The built-in categories are Unique, Borrower, Property/Collateral, Loan, Servicing, Budget and Other Docs. Add your own with **Add/Edit Categories**. Your categories then show in the list next to the built-in ones, and you can sort them to control the order on the Docs tab.
  
### Who uploads each doc
For each doc, choose who is responsible for uploading it: the borrower, branch, loan officer or broker. Those users see the doc in their portal or when they submit a loan. Back office users see every doc; borrowers and brokers only see the docs they're asked to upload. Some docs can be back office only, so the borrower and the other parties you pick never see or upload them.
### Ad hoc docs and conditions
- **Ad Hoc:** mark a doc as Ad Hoc so it can be added to a loan file on demand.
- **Conditions:** add conditions that work like a checklist for a processor or underwriter on that doc. You can add extra conditions on a single loan file too.
### Showing docs only on the right files
You can tie a required doc to a loan program and many other loan details, so it only shows when they match. For example:
- Fix and flip: rehab budget and experience/track record.
- Commercial loan: rent roll, P&L and so on.
- Property type is Condo: condo questionnaire.
 
**How display rules work:** a required doc shows on a file only when every condition you set matches. A blank field on the file counts as no match, so a doc limited to certain property types won't show on a file that has no property type yet. Status conditions show the doc only while the file is in those statuses. Changes apply to existing files right away. There's no on/off switch, only delete: to stop using a doc without deleting it, change its conditions.
**Changing a file's loan program:** the Docs tab updates as soon as you save. Documents configured only for the old program are removed from the list, and documents configured for the new program are added with a **Pending Submission** status. Documents that apply to both programs retain their current status and any uploaded files. Uploaded files are not deleted when their document is removed: if you switch back to the old program, the document reappears with its files and status intact.
### Working with docs on a loan file
- **Quick look:** in the Pipeline, click the green folder on a file's row to see its required docs.
- **Review:** open the file's Docs tab to see each doc's status, change it and add notes. Notes can be sent to the borrower and others, for example when you need another document or a replacement.
- **Not needed on this file:** click the doc's REQUIRED check to turn it off for this file. Use + to add a doc just for this file.
### Reminders and automation
To remind borrowers to upload outstanding documents, navigate to **Compose Email** and set **Do you want to automate the email?** to **Yes**. You can then configure how often the reminder emails are sent and when they stop, based on the file's status. You can also use automation rules and email templates to send emails with the required documents list included.
**Please note:** when uploading files, check the file name. "fileUpload.pdf" uploads fine, but "file.upload.pdf.pdf" fails, because the upload server only reads the last extension.
**Note:** this video was recorded before the 2026 platform redesign, so some screens may look different from your current interface.
Questions? Contact the LendingWise support team at [helpdesk@lendingwise.com](mailto:helpdesk@lendingwise.com).
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