Introduction
The Required Documents section allows lenders to efficiently track, manage, and receive essential loan-related documents. Enabling these settings streamlines document collection, ensures compliance, and provides real-time updates when documents are uploaded.
Navigating to Required Documents Settings
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Expand Loan Setup/Origination in the left-hand navigation menu.
Click Documents and select Required Documents.
Tip: If the Required Documents section is not visible, ensure you have the necessary permissions or contact your administrator.
Required Documents Settings
Enable the Required Document Panel
Activating this setting enables the Required Documents section within a loan file, making it easier to track outstanding and completed documents.
Best Practice: Enabling this feature helps ensure that all required loan documents are collected before processing begins.
Reuse Uploaded Profile Documents by Default
When enabled, borrower profile documents marked as reusable will automatically populate loan files, minimizing duplicate uploads and improving workflow efficiency.
Tip: Use this setting to automate document management and ensure consistency across multiple loans.
Doc Uploaded URL
The Doc Uploaded URL directs uploaded documents to the appropriate loan file within the system. This field should be set to the Document Upload Portal that borrowers and brokers use to submit required files.
Once configured, all uploaded documents will be routed correctly. If you have embedded the upload portal on your own website, update the Doc Uploaded URL to reflect your custom domain.
Tip: Before modifying this setting, ensure the upload portal is fully configured and functional to prevent upload disruptions.
Uploaded Doc Email
This setting allows you to specify one or more email addresses to receive notifications when documents are uploaded to a loan. Enter multiple email addresses separated by commas.
Best Practice: Enabling document upload notifications ensures real-time tracking and reduces the risk of missing critical files.
FAQs
What happens if I disable the Required Document Panel?
The loan file will no longer display a dedicated section for required documents, though manual uploads will still be possible.
Can I change the Doc Uploaded URL after setup?
Yes, the URL can be updated anytime, but ensure the upload portal is active before making changes.
How do I stop receiving document upload notifications?
Remove your email address from the Uploaded Doc Email field or replace it with a different recipient.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.