» Files can be uploaded into the funding package once the credit decision is received.
» For spot contracts you can upload files from the time you start the contract.

HOW LOCAL FILE UPLOAD WORKS:

 

1

SELECT

Select Contract tab, and from the Funding Package page determine the document that you need to upload, for example proof of income. You will have two easy ways to upload the files directly from your computer.

2

DRAG AND DROP

DRAG AND DROP

Select the applicable file from your computer and drag and drop it into the document category. The upload box will turn gray when the file is in the correct position. Release file.

3

UPLOAD

You can select the Upload File button to browse the local file folders on your computer. Click on the file to highlight it and click Open to add it to the Funding Package page.

For stips that do not have a category, you can upload multiple files to the global upload area at the bottom of the page, and select the Document Type and Person (if applicable) for the file(s).

4

SAVE

SAVE

Click the blue Save button. Once saved, the icon will change to Uploaded and the document is successfully uploaded to the deal.

5

TIP:  When a customer sends you a file via email, save and rename it on your computer with an easy to follow file name and category. This will help you to find and upload your deal documents more accurately.

Please Note: Use of Local File Upload is subject to Lender approvals and participation.