We now support storing docs within the borrower profile for individual, entity(s) & members
Within the borrower profile you can upload files or docs that can be appended to any loan files required docs. You will need to create the required docs for the borrower profile by going to your platform settings as an admin manager. Refer to "Borrower Profile Required Docs" settings page.
From there you can create or edit the required docs you want to store within the borrower profile for the individual borrower, Entity(s), or Member(s)
Once you have uploaded the docs, you will see them for any linked loan files related to the borrower. Look for the Borrower profile docs within the docs tab of a loan file. Then look for the attachment icon, which opens a pop up for you to select the borrower profile doc and link to the loan file's required docs.
FYI: We did NOT want to link borrower related docs automatically to the loan's required docs because there will be cases that the doc is wrong, outdated, etc.. There should be a bit of separation from the borrower object (aka Borrower profile) and the loan object (aka loan file).