Lenders can add additional document requests to existing applications. This can be done at any time, regardless of the application's status (Open, Submitted, Reviewed, etc).
How to request additional documents:
- Click on the hyperlink application number of the application you want to add document requests to
- Select View Documents
- Click the + Request Document button
Select Document Type from dropdown menu. If you do not see a document type you want to add, your site admin will need to add the new document type in Site Settings > Document Types menu.
Select Assignee if this document is meant for a specific person/entity
Select if document request is required or not in the Required Type dropdown menu
Set a maximum allowable document amount, if needed
If you want an assigned Third Party to be allowed to upload into the request, check the box labeled "Allow Third Party Uploads." Please read KB article Gateway Third Party user for more information.
Click Add or Save
NOTE: This action could change the status of your application and the system will send email notifications to appropriate parties