Step-By-Step - Upload Conditions and Documents
In your deal, under the heading Conditions and documents, you may see a default list of conditions and documents already set in your user settings.
If you have not set your default and custom conditions yet, you can add more conditions to the deal.
To do this select the green Add/Upload conditions button.
Now, select the boxes based on whether or not it is a condition or a document. Check the pencil icon if it is a condition, otherwise leave it unmarked as a document.
Select the sent button if the condition or document has been sent, and select the approved button if it has been approved.
Once the condition is approved the current date will appear in the box.
You can add details selecting the [+] button and the condition will expand.
Complete the necessary fields.
Upload your attached files by selecting the blue upload button
You can email Conditions and/or Documents by selecting the blue check box
Next, select the blue actions button and select whether you would like to send any of the following emails:
The previously selected conditions and documents (with the blue check box) will then appear in the message box.
When you have completed all the conditions and document information, check the
Lender Conditions Met box:
This will change the status from New to Waiting to Close
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