Close more loans. Manage everything in one place.

We’ve simplified document uploading within the Partner Portal.

Follow these steps:

1. Register your loan as usual.

2. Upload all required documents into the “[UNASSIGNED]” folder. (You no longer need to separate the Certification and Acknowledgment, 1003, etc. into separate folders.)

3. Click Submit Loan to complete your submission.

During file processing, continue to upload subsequent documents to [UNASSIGNED] folder.

To avoid delays, ensure you are using the most current Certification and Acknowledgment Form.

• Certification & Acknowledgment – All Loans except Renovation Standard

• Renovation HELOC Certification & Acknowledgment