Overview
Once a borrower uploads documents, you will want to review each document and then either accept or reject the document. This can be done in the Pending bucket.
Video Tutorial:
How to Accept a Document:
Click into the Pending bucket
Click the eyeball icon to view the document
If the document is good to go, you may accept it in the preview mode with the Accept button
You may also accept the document with the thumbs-up icon in the Pending bucket
Once the document has been accepted, it will move to the Accept bucket
How to Reject a Document:
Follow the same first 2 steps in the section above (click into the Pending bucket and click the eyeball icon to view the document)
If there is an issue with the document, Reject the document.
In the viewer modal click the Reject button in the preview mode
In the loannflow view, click the thumbs-down icon in the Pending bucket
Next, you will be prompted to select a Reject Code
Then, type a Reject Reason and click the Reject button
The document will move to the Docs Owed bucket, and it will show the Reject Code and Reject Reason
The borrower will receive the Reject Document Notice email 15 minutes after the document has been rejected
How to Simultaneously Accept and Reject a Document:
This feature allows you to accept what the borrower has submitted but request additional parts/pages of the document. When used, it will push the submitted document to the Accepted bucket and add a request to the Docs Owed bucket.
Follow the steps above to access and view the document
Click the Reject button or thumbs-down icon
Click the checkbox to "Accept this document." You will be required to select a Reject Code and type a Reject Reason
Once you click the Reject button, the submitted document will get pushed to the Accepted bucket. The rejected portion will get pushed to the Docs Owed bucket
The borrower will receive the Reject Document Notice email 15 minutes after you simultaneously accept and reject a document