Here is an example of the steps you'll take when you receive a Documents Needed for Your Loan message from your loan originator. Follow these steps to log in to your loan originator's website and upload an electronic copy of the documents they are requesting from you.
Step 4 - Get instructions for sending documents
After you click the message link, instructions for sending the documents are provided. The documents that your loan originator is requesting are listed at the bottom of the instructions. Click the Upload button near the top of the message to start the upload process.
Note: You can also send documents via fax. However, this sample workflow describes how to upload the documents instead. For instructions for returning documents via fax, refer to the Documents Needed for Your Loan help topic.
