You will now have the ability to upload an applicant's documents to their profile page during pre-qualification.
To add a document to an applicant's profile page:
- Select the applicant name from the dashboard
- Navigate to the "Documents" tab to the right of the "Messages & activity" and "Application details" tabs.
- Click Choose Files to upload the document from your computer.
- After your document is selected from your files, select the document type from the categories Identity, Income, Assets, or Rental History.
- Click Start uploading
- Your applicant's complete list of documents will be available to view under the Documents heading and you will also be able to download them when required
