Stack and Send Docs

Overview

The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.

Among these options, you will have the option to stack and send your borrower's documents. This will allow you to download all your documents as one PDF or ZIP, or send them out via email.

Video Tutorial

How to Use 

From your team pipeline, navigate into the loan flow using the red, yellow, or green icons towards the left hand side of the borrower's name:

Select the blue Stack and Send Docs option:

Any documents that have been accepted will be listed here. You can drag and drop to reorder them, and select any you need with the checkbox on the left hand side of the document name:

Note: This option won't be available until there are documents available in the 'Docs Accepted'.

At the bottom, you will have the option to download the files as one PDF file, one ZIP file, or email to another recipient. Any integration options will also be available depending on the integrations you have set up on the account:

The Stack and Send Docs option will also become available once you have documents accepted directly in the loan pipeline with the icon towards the right: