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Check Document Request Progress

  • Updated

After sending out a document request, you can check for document uploads on the client portal, or within the deal. If necessary, you can re-send the document request from the FinanceVault page or add requests.

Last updated: February 2026 · FinanceVault

In This Article

  1. Locate a Deal Card
  2. Within the Deal Card
  3. Within FinanceVault

Prerequisites

Know how to create a lead or deal card.

Step-by-Step Guide

Step 1 — Locate a Deal Card

  1. Go to the side menu and click Boards > Leads (or Deals).
  2. Scroll through the list to locate a card (or enter a name in the search field).
  3. Double-click on the applicant's name to open the card in full view mode.

Step 2 — Within the Deal Card

The top left corner of every deal card has a FinanceVault overview section. You can see a link to the Online Fact Find and document status. If a customer uploads documents that have not been actioned, the bell icon displays an alert.

Step 3 — Within FinanceVault

The status of your document request can be quickly reviewed within the dedicated panel. The example below shows all requests have a Pending status.

After you review and approve the attached documents, the page displays the changed status, as shown below.

BrokerEngine updates the Deal card, too.

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