Once a borrower starts submitting through the portal, you work through their submission inside the session detail view. There are three core actions: approve, request changes, or request more info.
Opening A Submission
- Go to Client Portals in the sidebar.
- Click the client's row on the session board.
- The session detail view opens with every tab they've filled and every doc they've uploaded.
Previewing Uploaded Documents
Click any uploaded doc to open the document preview. You'll see:
- The full doc rendered in-browser.
- Metadata (when uploaded, file size, type).
- Any flags we surfaced (validation warnings).
- Any rationale the borrower provided if they marked a flagged doc as correct.
Open as many docs as you need. The preview is full-fidelity.
Approving A Submission
When everything looks good:
- Click Approve on the section (or the whole portal).
- Confirm in the modal that opens.
- The borrower is notified that their submission has been approved.
Approval is per-section by default, so you can approve Income while still working on Downpayment.
Requesting Changes
If a specific doc or field is wrong, use Request Changes:
- Click Request Changes on the relevant section or doc.
- Type a brief explanation (what's wrong and what you need instead).
- Send.
The borrower gets a notification. The flagged section reopens in their portal. They redo it and resubmit.
Requesting More Info
If you need something the original portal didn't ask for, use Request Other Info:
- Click Request Other Info at the session level.
- Add one or more conditions (text answer, doc upload, etc.) - same format as custom conditions.
- Send.
The new conditions show up at the top of the borrower's portal next time they open it.
Filling Things In Yourself
If a client is stuck on a specific field or you already have the data, use Broker Fill Mode to fill it in on their behalf. See Broker Fill Mode.
What To Do Next
- See where every session sits at a glance: Tracking Portal Status.
- Fill on the borrower's behalf if they're stuck: Broker Fill Mode.