Uploading documents
Upload documents directly to a borrower or their account.
LoanPro allows you to upload account documents, customer documents, and common documents. In this article, we'll explain how to upload documents.
Uploading loan documents
To upload a loan document, navigate to Servicing > Documents inside any account. On the main page, you can search for documents through a number of filters: filter by keyword, section, author, or date. You can also click the ‘Only Active’ checkbox to only show documents that have the ‘Active’ status.
To upload a loan document, click the ‘Add’ button at the top right.
Select a section for the document from the ‘Section’ drop-down menu. This helps organize your documents if there are a large amount of documents stored in the account.
Now, either click the drop zone to browse for your document, or drag-and-drop the document into the drop zone. Once uploaded, you can give it a name in the ‘File Name’ field.
File types and sizes
LoanPro will accept the following file types:
- .xlsx
- .xls
- .xlr
- .docx
- .doc
- .txt
- .rtf
Uploading any file that is more than 1 GB takes a long time to process, so we recommend uploading files that are 1 GB or lower.
Click 'Save' to save the file.
You can make the document visible to borrowers on the customer website by clicking the switch under 'Visible'. You can also set the document as active/inactive using the switch under 'Active'. This helps you keep track of which documents are the most current on the loan.
Clicking the arrow on the far right opens a smaller window with the document's General Info and the options to edit, preview, or download the document. You also have the option of sending the document as a letter through Smart Mail House. Only JPEG, PNG, and PDF uploads are eligible for preview.
Uploading customer documents
You can upload a document to a user either within a loan or inside the customer manager.
To upload a document inside of loan, navigate to Customer > Customer Docs. On the other hand, to upload a document through the Customer Manager, navigate to Users > Customer Manager. Once you have selected a specific customer, select 'Customer Docs'.
To upload a new document, click the 'Add' button in the top right corner.
Name the document and select a document section from the section drop-down menu.
If you don’t find an applicable section for the document, you can customize the list of sections in Settings > Customer > Labeling > Document Sections. Once you've selected the appropriate section, either click the drop zone to find the file you want to upload, or simply drag and drop the file onto the drop zone.
Next, click the 'Save' button. The file you chose will be uploaded to the customer account. You should now see the file listed on the account including options to download, edit, or inactivate the document.
Customer documents can be set to active or inactive to help keep track of which documents are the most recent and filter them by its status. To do this, click the three dots to the right of the document listing and choose to set the document to active or inactive. Documents that are inactive cannot be edited, but they can still be downloaded.
Uploading common documents
LoanPro's Common Documents section is used to store frequently used company files. Many users use Common Documents to store their company's logo files, company policies, or new customer packets. Once uploaded, each file is available for download by the agent users who have access to the page. The system supports .PDF, .TXT, .PNG, .JPEG, and .GIF file types.
To upload a common document, navigate to Account > Common Documents. Then, click 'Upload' in the top right corner.
You can also delete files. To delete a file, select its checkbox and then select 'Delete'.
For each file type that you upload, you'll see a preview of the file.
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