Clients who have filled out an application will use their Borrower Toolbox link to upload documents to you.
The Borrower Toolbox link will be found in their email inbox based on which email address they share when filling out the application.
There is a large “Supporting Documents” button in their Borrower Toolbox that the client can click to begin uploading documents to you.
Clients who have not filled out an application will use your General Upload Link to upload documents to you.
You will need to share your General Upload Link manually. You can quickly find it by clicking the LO Settings Icon on your dashboard and selecting My Links.
Your General Upload Link will require some personal information before allowing someone to upload docs. This gives you context for the uploaded docs and contact info.
