Send one branded request to every applicant and see each document arrive, ready to accept or reject.
Who this is for: Brokers
Steps
Open the lead and click Documents.
Click + New Document Request.
Search for and choose a document request template, select the borrowers and click Continue.
Adjust the list: click + More Documents to add items, or the bin icon to remove them. Click Create Draft.
Review the drafts. Click Edit Request if you need changes, then Send.
Add a message for your client and click Send Request.
The request goes to all applicants on the lead in one branded email using your business header and footer.
Track and review
Click View Request to see each document's status.
Preview each upload and Accept or Reject it. If you reject several within 30 minutes, the client gets one summary email listing everything to re-upload.
Need to change the instructions? Click Resend Request, update the message and send.
To download, click Select, tick the files you want and click Download (several files download as a zip), or use Select All.
Good to know
Clients can upload files up to 50 MB.
The Onboarding Kit button sends a document request link and your privacy document together.
Admins can trigger document requests automatically when a form is submitted or a lead changes stage. See Automation actions reference.
Before uploading a tax document, clients are asked about TFN deduction consent. Their answer, time and IP address are logged on the lead.
Need a hand?
Email [email protected] and our team will get back to you.