Where to manage Borrower Profile Required Documents?

There are 3 categories of Borrower Profile Required Documents that can be stored in a Borrower Profile - Borrower Docs, Entity Docs and Member Docs.

Navigate to Settings > Platform Settings > Borrower Profile Required Docs

Choose which category that the borrower required documents should be stored within and click the "+" sign to name the document and then click "Save".

Once you've created all your Borrower Required Docs containers, you can then start uploading the appropriate docs within the Borrower's Profile. 

Navigate to User/Contacts > Borrowers > Borrower List > search for the Borrower

Then click on the borrower's name to open their borrower profile. 

The Borrower Profile Required Docs are located in 2 tabs within the Borrower profile: 
"Entity Info" and the "Docs" tab as shown below:

The Entity Info tab will store "Entity Docs" and "Member Docs" while the Docs tab will store the individual's "Borrower Docs" 

Entity Info tab (Entity Docs and Member Docs can be stored here)

1. You can click on the "Add New" button to add the Entity you would like to associate with the individual (you can also edit an existing entity by clicking the "edit pencil" icon).  

2. The Entity Info window will appear. 


3. Scroll down to the "Entity Documents" section where you will find any borrower profile doc containers created. 

4. To add Member(s) and Member(s) docs under the entity, scroll down to the next section named "Members/Officers (List all member with 20% ownership or more.)"

Enter the number of members who have 20% or more ownership.

You will then be able to add Member Docs for each member that is designated as an Entity.
(Note: If the member is an individual the Member Doc containers will not be shown)

Docs tab

Click on the "Docs" tab to locate the individual borrower doc containers that were created to store individual borrower docs like i.e. Driver's License, I.D.'s, Copy of SSN Card, Personal Bank Statements etc.