This article will explain the difference between Gateway Document Types and Document Requests, and how to add, edit, or delete both. 

 

DOCUMENT TYPES

Site Settings > Document Types menu is where a Lender adds all possible types of documents they want to collect from applicants at any point in the applicant/borrower life cycle. This will allow the Document to be available in the Document Type dropdown menu when adding it to applications in the Application Settings menu or when adding it to an existing application. This is the first step when adding a brand new document request to your application portal. It is recommended that all Document Types added be mapped to Ventures Document Storage/BMI Document Types. Please review KB Article Gateway Mapping Document Requests to document types in Ventures for more information.

 

 

How do I add a Document Type?

• Go to Site Settings > Document Types menu
• Click on New Document Type
• Enter the title of the Document Type in Name field
• Add any help text in the Instructions field you want visible to applicants
• Visible to Borrower is automatically checked off but Lender would uncheck if they want the Document Type/Request to only be visible to Third Party users
• Click Upload if you want to provide a template to applicant (e.g. Debt Schedule template)
• Click Create

 

 

How do I edit a Document Type?

• Go to Site Settings > Document Types menu
• Click on the Edit icon (pencil image) next to the Document Type you want to edit
• Make any changes
• Click Save

 

How do I remove a Document Type?

• You cannot delete out a Document Type, but you can mark it Inactive
• Go to Site Settings > Document Types menu
• Click on the Edit icon (pencil image) next to the Document type you want
• Uncheck Active box
• Click Save

 

DOCUMENT REQUESTS

After adding a Document Type, the Lender would go to Site Settings > Application Settings menu to add Document Request to the application(s). Document Requests added to the Primary Application form will be assigned to EVERY application that is created. Document Requests added to a specific Product form will ONLY be assigned to that product's applications. 

 

 

 

How do I add a Document Request?

• Go to Site Settings > Application Settings menu
  • IF you want the Document Request to be assigned to EVERY application, add in Primary Application form
  • IF you want the Document Request to be assigned to Product specific applications, click on Loan Products tab > Click on Pencil Icon of Product > Click on Documents Tab to add
• Click Add Document
• Select Document Type from dropdown menu (If you do not see a document type you want to add, add the new document type in Site Settings > Document Types menu)

• In Required Type dropdown menu, select if you want the document request required or if you want to give the applicant an Opt Out option

• In Assigned to Type dropdown menu, you can optionally assign the request to primary person/entity or all guarantors/entities added to application

• Set a maximum allowable document upload amount, if needed (number of files applicant is allowed to upload)

• 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 once finished

• Repeat steps to add each Document Type as a request to your application(s)

 

 

How do I edit a Document Request?

• Go to Site Settings > Application Settings menu
  • IF you want to edit a Document Request that has been assigned to EVERY application, go to Documents Requests section in Primary Application form
  • IF you want to edit a Document Request that has been assigned to Product specific applications, click on Loan Products tab > Click on Pencil Icon of Product > Click on Documents Tab
• Click on the hyperlinked Document Request name you want to edit
• Make any changes
• Click Save

 

How do I remove a Document Request?

• Go to Site Settings > Application Settings menu
  • IF you want to remove a Document Request that has been assigned to EVERY application, go to Documents Requests section in Primary Application form
  • IF you want to remove a Document Request that has been assigned to Product specific applications, click on Loan Products tab > Click on Pencil Icon of Product > Click on Documents Tab
• Click on Trashcan icon to remove Document Request

 

***NOTE: After making updates to Document Requests, any NEW applications created will have the change. Any existing Document Requests before the update was made will have the previous version.***