1. Visit your Team Settings by clicking on the gear icon on the left menu

2. Select "Smart docs".

3. Scroll to find the rule you want to edit. The left side has "triggers" that are generated from the questions in the borrowers application.  The right side has the document that's suggested from the trigger.

4. Click the "Which document(s)" box to add a document from the drop-down, or click the "x" on a document you don't want collected. 

1. Visit your Team Settings by clicking on the gear icon on the left menu

2. Select "Smart docs".

3. Scroll down to "Automatically request suggested smart documents from borrowers after they submit their application" and switch the toggle to "No"

If the document is not available, you can manually create a document listing and send it to the client using the 'Update Borrower' function.

You can create a custom document request. Click on the button below to learn more.

For troubleshooting common issues or learning about manual processes, refer to the related topics section.

Watch a video about Smart Documents

Read an article on how to use Smart Document suggestions

Please chat with us if you have additional questions or need assistance setting up the Smart Document rules.