Lender tip sheet for document collaboration with settlement agents

Collaborate on loan‑related documents

  1. Select the name of the loan where you want to collaborate.
  2. In the left navigation menu, select the Documents item.
  3. You need to add a document to Simplifile. Do one of the following:
    • To upload a single document, select the Upload icon on a placeholder.
    • To upload a version of a document, select the Actions Actions dropdown button dropdown button on a document card and select the Upload Version item.
    • To add one or more documents at a time, select the Add Docs Add Docs button button on the top right of the page and select the Choose Files to Upload Choose Files to Upload button button.
    • Drag and drop files from your computer to the area below any existing document cards.

  4. Do any of the following on the document card:

    Document card screenshot

    • Select the Actions Actions dropdown button dropdown button to download or view the document. An eye icon lets you view PDFs without downloading.
    • Use the other tools on the right of the document card to acknowledge a document, return a document to the settlement agent for review, or download a document.
    • To view or download previous versions of a document, select the document card header and choose the Versions item on the left navigation menu.
  5. The settlement agent needs to review and acknowledge or suggest changes to the document.