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How to upload underwriting documents on behalf of your borrower

Step-by-step guide for uploading borrower underwriting documents from your partner portal

Written by Nathan at New Silver

As a White Label partner, you can upload underwriting documents on behalf of your borrower directly from your loans list.

To upload documents:

  1. Log in to your partner portal.

  2. Navigate to your loans list and locate the relevant loan.

  3. Expand the loan detail view by clicking on the loan.

  4. Click Upload Docs in the action row.

  5. You will be taken to the document upload page where you can upload the required underwriting documents on your borrower's behalf.

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