If someone on your team has previously sent a document request to the primary applicant on a card, then a co-applicant is added, you might need to send the same documents to the new co-applicant.
Before you start this process, ensure you have added all additional applicants to the lead or deal.
Video Walkthrough
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Within the lead or deal click on FinanceVault. The FinanceVault Portal displays.
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Check whether the primary applicant has uploaded any documents.
If they haven't, consider instead deleting the document request and sending the document stack again – BrokerEngine will automatically send the documents to all applicants.
If the primary applicant has already uploaded documents, do not delete the request. Instead: -
Click on the name of first document in the DOCUMENT REQUEST pane. The left hand slider opens.
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Click the pen icon next to the document title.
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Click the Shared With field. List of all Applicant and Third Party options assigned to the deal appears in the drop down.
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Select the people you would like to share the request with.
- Repeat for each document category request you would like the additional applicants to have access to.