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How to use Smart Documents to request documents automatically
How to use Smart Documents to request documents automatically

upload documents, application portal, smart docs

Marnie George avatar
Written by Marnie George
Updated over a week ago

Once you become familiar with how to use Smart Document suggestions, and customized them to fit your requirements, you'll quickly realize there's no reason these suggested documents shouldn't be automatically requested. 

Automatically requesting documents from the borrower allows you to get a fully completed application and documents without having to do anything. 

Watch a video about Smart Docs on Finmo

How to set up Smart Documents automation in less than 30 seconds

  1. Click the gear icon to access your team settings on the left menu

  2. Select Smart Docs from the submenu that appears on the left

  3. Select the Yes button if you'd like to automatically request suggested documents after a borrower completes their application. and click on "Save".

That's it! Your borrowers will now automatically receive document requests based on the answers they provide in the application.

What will my borrower see when they submit the application and automatic requests are turned on? 

Immediately after the submission, the borrower will be redirected to the document upload screen in the portal with a list of documents to be uploaded. They can upload straight away.

Note: Any borrower on the deal can view and upload docs for all borrowers on the application.

Borrowers will also receive an email confirming the submission of their application, and a button with a link to their application portal to start uploading documents.

How to add a document requests

If you have Smart Docs turned on, Finmo will automatically request the documents you have set up in the Smart rules menu. However you can request any document you wish that don't match your rules for a particular deal.

  1. In the "Documents" section of your deal select "New request".

  2. Select the document(s) you want to request from the drop down list

    or:

  3. Select the borrower(s) you want to request the document(s) from then click on "Create request"

  4. Click on "Update borrower' from the top menu, type a message and send.

Borrowers will receive an email and the link to upload those new documents on the application portal.

Should you have any questions you can find more information by searching the help library for "Smart docs" or click on the chat bubble. 

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