If you don't see the document you need to request from a borrower on the drop down list, you can create your own custom request.

Creating a custom document will allow you to use it for all future deals (it's saved in your document request library).

How to create a custom document request:

  1. Click the "Team Settings" gear iconĀ 
  2. Navigate to the "Documents" menu at the top of the screen and select the "Documents Library" sub-menu option.
  3. Fill out the form fields and save your custom document.
  4. Your new custom document will now be available to be requested in all deals.

How to Edit or Delete Custom Document Requests

  1. Click the "Team Settings" gear iconĀ 
  2. Navigate to the "Documents" menu at the top of the screen and select the "Documents Library" sub-menu option.
  3. Find the request you want to edit. Expand the custom document request's accordion by clicking the plus button.
  4. Click the "Edit Details" button.
  5. Make desired changes to the form fields and save.

Editing a document request will translate the changes immediately to all existing instances. For example, let's say you created "Pay Stbs" (a typo) and wanted to correct it to Pay Stubs. Once the edit has been made, the correct document title will show for all borrowers you've already requested the document from.

If for any reason you require help click the chat icon on your screen or send us an email at support@finmo.ca

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