How to use Smart Documents

Smart Documents will suggest documents for you to request based on the borrower's application.  

As you or your borrower add information into the Application, Smart Documents will make suggestions. You can choose to accept those suggestions by clicking "create request" or simply ignore it if you'd like to request documents manually.

Quick steps to use Smart Documents:

  1.  Click into the deal you'd like to request documents.
  2.  Select "Documents" on the menu.
  3.  Accept or ignore the suggestions Smart Documents makes. If you don't see any suggestions, it's because no rules have been triggered from the application.
  4. After you've created the document requests you want, don't forget to Update the Borrower (or Invite them if you haven't done so). Leave a message and send it via SMS and email!


Click below or on the chat bubble should you need any assistance. :)

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