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Adding Attachments to Loan Files


Attach verifications, borrower W-2s, appraisal reports or any document pertaining to the loan, directly to the borrower's file.

  1. Open the loan file
  2. Expand the Attachments section from the navigation pane
  3. Click the green "+" icon
  4. Browse to attach the desired file by clicking the folder icon
  5. Enter a Name and choose document Type for the attachment
  6. Click Save and Close