Renaming Borrower Documents

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 rename your borrower's documents. This can be done in the loan flow itself from the document tabs or via the viewer modal.

How to Use 

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

Renaming Via the Document Tabs

Select the pencil/paper icon towards the right of the document name and description:

Update the Document Name and/or Document Description as needed. Make sure you select Save to confirm your changes:

Renaming Via the Viewer Modal

Renaming via the viewer modal can be completed from the Docs Pending Review only.

Select the eyeball icon towards the left of the document name and description:

Select Rename Document at the top of the window that appears:

Enter the new name for the document. Make sure you select Save to confirm your changes: