Description:
This article details how a borrower would be able to download documents that have either been sent to them by their loan officer or that they uploaded themselves.
Note: Some companies have this functionality turned off. If you are unable to follow these steps, please contact your loan officer. Also, you can only download documents that were uploaded for you or by you. You cannot download documents uploaded by your co-borrower or anyone else on the loan file.
Steps to resolve:
This process can only be done on the web portal. The mobile app does not support downloading documents at this time. The steps start after you have logged into the portal for the loan file that has the documents that you are needing to download.
Web:
- Click on Documents on the Left hand side of the portal.
- Find the Document that you are wanting to download and click on the three dot menu on the right hand side.
- Click Download.
Solution:
Once you have the file downloaded to your device, you will be able to use it as you need outside of the portal.