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 either 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 towards the left hand side of the borrower's name:

 

 

Screen_Shot_2020-10-13_at_2.34.35_PM.png

 

 

Renaming Via the Document Tabs

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

 

 

Screen_Shot_2021-08-06_at_8.07.27_AM.png

 

 

Update the document name as needed. Make sure you select Save to confirm your changes:

 

 

Screen_Shot_2021-08-06_at_8.07.34_AM.png

 

 

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:

 

 

Screen_Shot_2021-08-09_at_7.32.09_AM.png

 

 

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

 

 

Screen_Shot_2021-08-09_at_7.32.19_AM.png

 

 

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

 

 

Screen_Shot_2021-08-09_at_7.32.32_AM.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.